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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 | $68,434 | $53,777+27.3% | $134,155-49.0% | $79,858-14.3% |
| Participation rate | 75.0% | 58.8%+16.2pp | 72.2%+2.8pp | 69.6%+5.4pp |
| Annual return | 12.25% | 19.01%-6.8pp | 36.34%-24.1pp | 31.72%-19.5pp |
| Employer contribution / active EE | $2,123 | $1,321+60.6% | $3,705-42.7% | $2,471-14.1% |
| Participant deferral / active EE | $3,637 | $2,420+50.3% | $3,500+3.9% | $3,740-2.8% |
| Admin fee / account holder | $278 | $3,984-93.0% | $6,685-95.8% | $5,306-94.8% |