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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 | $46,486 | $76,407-39.2% | $150,298-69.1% | $82,448-43.6% |
| Participation rate | 86.3% | 66.4%+19.9pp | 77.8%+8.5pp | 68.1%+18.2pp |
| Annual return | 25.56% | 39.99%-14.4pp | 62.79%-37.2pp | 41.64%-16.1pp |
| Employer contribution / active EE | $2,473 | $2,614-5.4% | $4,154-40.5% | $2,551-3.1% |
| Participant deferral / active EE | $7,717 | $3,214+140.1% | $5,453+41.5% | $4,139+86.4% |
| Admin fee / account holder | $273 | $6,352-95.7% | $14,116-98.1% | $7,234-96.2% |