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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 | $44,439 | $56,894-21.9% | $84,753-47.6% | $62,881-29.3% |
| Participation rate | 93.9% | 68.5%+25.4pp | 76.6%+17.3pp | 69.3%+24.6pp |
| Annual return | 8.36% | 6.30%+2.1pp | 22.78%-14.4pp | 20.14%-11.8pp |
| Employer contribution / active EE | $8,829 | $2,400+267.9% | $3,574+147.0% | $2,281+287.1% |
| Participant deferral / active EE | $4,535 | $2,709+67.4% | $3,712+22.2% | $3,203+41.6% |
| Admin fee / account holder | $148 | $3,581-95.9% | $5,333-97.2% | $4,296-96.6% |