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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 | $37,600 | $135,956-72.3% | $123,894-69.7% | $273,972-86.3% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 10.42% | 56.63%-46.2pp | 47.52%-37.1pp | 41.46%-31.0pp |
| Employer contribution / active EE | $2,916 | $5,170-43.6% | $4,617-36.8% | $4,869-40.1% |
| Participant deferral / active EE | $4,564 | $6,343-28.0% | $5,984-23.7% | $5,287-13.7% |
| Admin fee / account holder | $30 | $9,817-99.7% | $8,357-99.6% | $10,133-99.7% |