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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 | $44,953 | $90,486-50.3% | $78,676-42.9% | $273,972-83.6% |
| Participation rate | 91.7% | 76.5%+15.1pp | 73.6%+18.1pp | 83.0%+8.7pp |
| Annual return | 7.63% | 75.62%-68.0pp | 62.19%-54.6pp | 41.46%-33.8pp |
| Employer contribution / active EE | $2,562 | $3,175-19.3% | $2,850-10.1% | $4,869-47.4% |
| Participant deferral / active EE | $3,309 | $3,901-15.2% | $3,517-5.9% | $5,287-37.4% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |