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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 | $53,337 | $81,331-34.4% | $155,534-65.7% | $80,935-34.1% |
| Participation rate | 94.1% | 66.3%+27.9pp | 78.2%+15.9pp | 67.7%+26.5pp |
| Annual return | 12.06% | 33.37%-21.3pp | 64.92%-52.9pp | 35.66%-23.6pp |
| Employer contribution / active EE | $3,267 | $3,105+5.2% | $4,675-30.1% | $2,757+18.5% |
| Participant deferral / active EE | $5,698 | $3,454+65.0% | $5,630+1.2% | $4,299+32.5% |
| Admin fee / account holder | $247 | $7,999-96.9% | $15,900-98.4% | $6,924-96.4% |