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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 | $64,988 | $48,078+35.2% | $78,676-17.4% | $62,881+3.4% |
| Participation rate | 86.5% | 65.2%+21.3pp | 73.6%+13.0pp | 69.3%+17.2pp |
| Annual return | 10.26% | 31.36%-21.1pp | 62.19%-51.9pp | 20.14%-9.9pp |
| Employer contribution / active EE | $3,717 | $2,015+84.5% | $2,850+30.4% | $2,281+63.0% |
| Participant deferral / active EE | $4,587 | $2,587+77.3% | $3,517+30.4% | $3,203+43.2% |
| Admin fee / account holder | $255 | $3,206-92.1% | $4,510-94.4% | $4,296-94.1% |