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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 | $37,797 | $99,053-61.8% | $88,179-57.1% | $138,895-72.8% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.1%+18.4pp | 79.9%+7.6pp |
| Annual return | 17.11% | 78.17%-61.1pp | 64.97%-47.9pp | 145.39%-128.3pp |
| Employer contribution / active EE | $5,011 | $2,882+73.9% | $2,549+96.5% | $4,194+19.5% |
| Participant deferral / active EE | $4,229 | $5,225-19.1% | $4,614-8.3% | $6,396-33.9% |
| Admin fee / account holder | $100 | $8,748-98.9% | $7,673-98.7% | $12,562-99.2% |