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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 | $53,956 | $81,233-33.6% | $155,567-65.3% | $80,874-33.3% |
| Participation rate | 74.0% | 66.2%+7.8pp | 78.2%-4.2pp | 67.6%+6.4pp |
| Annual return | 40.20% | 33.33%+6.9pp | 64.74%-24.5pp | 35.62%+4.6pp |
| Employer contribution / active EE | $1,379 | $3,101-55.5% | $4,674-70.5% | $2,756-50.0% |
| Participant deferral / active EE | $2,994 | $3,452-13.3% | $5,628-46.8% | $4,297-30.3% |
| Admin fee / account holder | $0 | $7,998-100.0% | $15,916-100.0% | $6,935-100.0% |