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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 | $53,733 | $135,956-60.5% | $123,894-56.6% | $273,972-80.4% |
| Participation rate | 81.3% | 84.1%-2.8pp | 81.4%-0.2pp | 83.0%-1.8pp |
| Annual return | 13.01% | 56.63%-43.6pp | 47.52%-34.5pp | 41.46%-28.4pp |
| Employer contribution / active EE | $1,958 | $5,170-62.1% | $4,617-57.6% | $4,869-59.8% |
| Participant deferral / active EE | $4,107 | $6,343-35.2% | $5,984-31.4% | $5,287-22.3% |
| Admin fee / account holder | $194 | $9,817-98.0% | $8,357-97.7% | $10,133-98.1% |