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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 | $81,358-33.7% | $155,556-65.3% | $80,959-33.4% |
| Participation rate | 74.0% | 66.3%+7.7pp | 78.2%-4.2pp | 67.7%+6.3pp |
| Annual return | 40.20% | 33.39%+6.8pp | 64.84%-24.6pp | 35.67%+4.5pp |
| Employer contribution / active EE | $1,379 | $3,106-55.6% | $4,675-70.5% | $2,757-50.0% |
| Participant deferral / active EE | $2,994 | $3,455-13.4% | $5,631-46.8% | $4,300-30.4% |
| Admin fee / account holder | $0 | $7,994-100.0% | $15,885-100.0% | $6,925-100.0% |