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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 | $34,370 | $135,956-74.7% | $123,894-72.3% | $273,972-87.5% |
| Participation rate | 81.0% | 84.1%-3.1pp | 81.4%-0.5pp | 83.0%-2.1pp |
| Annual return | 11.44% | 56.63%-45.2pp | 47.52%-36.1pp | 41.46%-30.0pp |
| Employer contribution / active EE | $1,062 | $5,170-79.5% | $4,617-77.0% | $4,869-78.2% |
| Participant deferral / active EE | $2,723 | $6,343-57.1% | $5,984-54.5% | $5,287-48.5% |
| Admin fee / account holder | $294 | $9,817-97.0% | $8,357-96.5% | $10,133-97.1% |