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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 | $62,578 | $135,956-54.0% | $123,894-49.5% | $273,972-77.2% |
| Participation rate | 93.8% | 84.1%+9.7pp | 81.4%+12.3pp | 83.0%+10.7pp |
| Annual return | 4.81% | 56.63%-51.8pp | 47.52%-42.7pp | 41.46%-36.6pp |
| Employer contribution / active EE | $1,847 | $5,170-64.3% | $4,617-60.0% | $4,869-62.1% |
| Participant deferral / active EE | $6,371 | $6,343+0.4% | $5,984+6.5% | $5,287+20.5% |
| Admin fee / account holder | $12 | $9,817-99.9% | $8,357-99.9% | $10,133-99.9% |