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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 | $71,507 | $91,559-21.9% | $133,959-46.6% | $79,858-10.5% |
| Participation rate | 83.9% | 73.3%+10.5pp | 79.8%+4.0pp | 69.6%+14.2pp |
| Annual return | 13.70% | 61.85%-48.1pp | 45.09%-31.4pp | 31.72%-18.0pp |
| Employer contribution / active EE | $3,382 | $2,384+41.9% | $3,919-13.7% | $2,471+36.9% |
| Participant deferral / active EE | $4,689 | $3,734+25.6% | $5,047-7.1% | $3,740+25.4% |
| Admin fee / account holder | $7 | $6,321-99.9% | $8,928-99.9% | $5,306-99.9% |