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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 | $86,098 | $135,956-36.7% | $123,894-30.5% | $273,972-68.6% |
| Participation rate | 76.5% | 84.1%-7.6pp | 81.4%-4.9pp | 83.0%-6.5pp |
| Annual return | 9.38% | 56.63%-47.2pp | 47.52%-38.1pp | 41.46%-32.1pp |
| Employer contribution / active EE | $3,441 | $5,170-33.4% | $4,617-25.5% | $4,869-29.3% |
| Participant deferral / active EE | $8,547 | $6,343+34.8% | $5,984+42.8% | $5,287+61.7% |
| Admin fee / account holder | $65 | $9,817-99.3% | $8,357-99.2% | $10,133-99.4% |