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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 | $37,523 | $135,956-72.4% | $123,894-69.7% | $273,972-86.3% |
| Participation rate | 81.8% | 84.1%-2.2pp | 81.4%+0.4pp | 83.0%-1.2pp |
| Annual return | 8.40% | 56.63%-48.2pp | 47.52%-39.1pp | 41.46%-33.1pp |
| Employer contribution / active EE | $7,627 | $5,170+47.5% | $4,617+65.2% | $4,869+56.7% |
| Participant deferral / active EE | $2,751 | $6,343-56.6% | $5,984-54.0% | $5,287-48.0% |
| Admin fee / account holder | $216 | $9,817-97.8% | $8,357-97.4% | $10,133-97.9% |