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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 | $35,170 | $77,638-54.7% | $156,551-77.5% | $62,881-44.1% |
| Participation rate | 75.9% | 71.2%+4.7pp | 84.0%-8.2pp | 69.3%+6.6pp |
| Annual return | 7.36% | 50.33%-43.0pp | 32.23%-24.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $2,044 | $3,444-40.6% | $5,501-62.8% | $2,281-10.4% |
| Participant deferral / active EE | $3,467 | $3,046+13.8% | $4,871-28.8% | $3,203+8.2% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |