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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,339 | $135,956-67.4% | $123,894-64.2% | $273,972-83.8% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 7.82% | 56.63%-48.8pp | 47.52%-39.7pp | 41.46%-33.6pp |
| Employer contribution / active EE | $2,026 | $5,170-60.8% | $4,617-56.1% | $4,869-58.4% |
| Participant deferral / active EE | $6,045 | $6,343-4.7% | $5,984+1.0% | $5,287+14.3% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |