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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 | $47,833 | $45,079+6.1% | $69,461-31.1% | $72,983-34.5% |
| Participation rate | 79.1% | 68.5%+10.6pp | 74.6%+4.5pp | 69.5%+9.6pp |
| Annual return | 24.64% | 22.65%+2.0pp | 28.97%-4.3pp | 81.01%-56.4pp |
| Employer contribution / active EE | $1,878 | $2,055-8.6% | $2,779-32.4% | $2,440-23.0% |
| Participant deferral / active EE | $4,751 | $2,603+82.5% | $3,536+34.4% | $3,608+31.7% |
| Admin fee / account holder | $58 | $3,056-98.1% | $3,840-98.5% | $5,124-98.9% |