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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 | $37,565 | $135,956-72.4% | $123,894-69.7% | $273,972-86.3% |
| Participation rate | 81.3% | 84.1%-2.8pp | 81.4%-0.2pp | 83.0%-1.8pp |
| Annual return | 6.61% | 56.63%-50.0pp | 47.52%-40.9pp | 41.46%-34.8pp |
| Employer contribution / active EE | $2,627 | $5,170-49.2% | $4,617-43.1% | $4,869-46.0% |
| Participant deferral / active EE | $6,322 | $6,343-0.3% | $5,984+5.6% | $5,287+19.6% |
| Admin fee / account holder | $44 | $9,817-99.6% | $8,357-99.5% | $10,133-99.6% |