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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 | $40,080 | $135,956-70.5% | $123,894-67.7% | $273,972-85.4% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 12.78% | 56.63%-43.9pp | 47.52%-34.7pp | 41.46%-28.7pp |
| Employer contribution / active EE | $2,995 | $5,170-42.1% | $4,617-35.1% | $4,869-38.5% |
| Participant deferral / active EE | $9,004 | $6,343+42.0% | $5,984+50.5% | $5,287+70.3% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |