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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 | $48,170 | $90,486-46.8% | $78,676-38.8% | $273,972-82.4% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 7.97% | 75.62%-67.6pp | 62.19%-54.2pp | 41.46%-33.5pp |
| Employer contribution / active EE | $4,668 | $3,175+47.0% | $2,850+63.8% | $4,869-4.1% |
| Participant deferral / active EE | $9,225 | $3,901+136.5% | $3,517+162.3% | $5,287+74.5% |
| Admin fee / account holder | $83 | $5,263-98.4% | $4,510-98.2% | $10,133-99.2% |