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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 | $43,264 | $91,559-52.7% | $133,978-67.7% | $79,856-45.8% |
| Participation rate | 88.6% | 73.3%+15.2pp | 79.8%+8.7pp | 69.6%+18.9pp |
| Annual return | 20.06% | 61.85%-41.8pp | 45.10%-25.0pp | 31.71%-11.6pp |
| Employer contribution / active EE | $2,175 | $2,384-8.8% | $3,919-44.5% | $2,471-12.0% |
| Participant deferral / active EE | $4,229 | $3,734+13.3% | $5,047-16.2% | $3,741+13.1% |
| Admin fee / account holder | $35 | $6,321-99.4% | $8,930-99.6% | $5,306-99.3% |