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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 | $97,824 | $41,377+136.4% | $109,313-10.5% | $62,881+55.6% |
| Participation rate | 77.8% | 57.5%+20.2pp | 71.3%+6.5pp | 69.3%+8.5pp |
| Annual return | 16.01% | 11.05%+5.0pp | 22.07%-6.1pp | 20.14%-4.1pp |
| Employer contribution / active EE | $1,772 | $1,276+38.8% | $3,892-54.5% | $2,281-22.3% |
| Participant deferral / active EE | $5,488 | $2,045+168.4% | $3,166+73.3% | $3,203+71.3% |
| Admin fee / account holder | $57 | $2,884-98.0% | $5,666-99.0% | $4,296-98.7% |