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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 | $52,565 | $101,778-48.4% | $164,975-68.1% | $80,925-35.0% |
| Participation rate | 90.2% | 71.8%+18.4pp | 78.6%+11.6pp | 67.7%+22.6pp |
| Annual return | 15.43% | 16.73%-1.3pp | 70.12%-54.7pp | 35.65%-20.2pp |
| Employer contribution / active EE | $3,293 | $2,954+11.5% | $4,343-24.2% | $2,756+19.5% |
| Participant deferral / active EE | $6,769 | $4,477+51.2% | $6,033+12.2% | $4,299+57.5% |
| Admin fee / account holder | $265 | $8,221-96.8% | $12,688-97.9% | $6,940-96.2% |