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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 | $81,659 | $162,821-49.8% | $133,978-39.1% | $158,982-48.6% |
| Participation rate | 94.1% | 83.2%+10.9pp | 79.8%+14.3pp | 82.0%+12.2pp |
| Annual return | 17.97% | 41.95%-24.0pp | 45.10%-27.1pp | 302.99%-285.0pp |
| Employer contribution / active EE | $2,484 | $4,976-50.1% | $3,919-36.6% | $4,763-47.9% |
| Participant deferral / active EE | $6,239 | $5,910+5.6% | $5,047+23.6% | $5,983+4.3% |
| Admin fee / account holder | $227 | $11,742-98.1% | $8,930-97.5% | $11,252-98.0% |