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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 | $41,778 | $73,988-43.5% | $96,538-56.7% | $75,177-44.4% |
| Participation rate | 84.0% | 66.4%+17.6pp | 74.3%+9.7pp | 67.2%+16.8pp |
| Annual return | 37.88% | 26.73%+11.2pp | 35.74%+2.1pp | 160.75%-122.9pp |
| Employer contribution / active EE | $3,884 | $2,930+32.5% | $3,740+3.8% | $2,671+45.4% |
| Participant deferral / active EE | $8,486 | $3,660+131.8% | $4,880+73.9% | $4,126+105.7% |
| Admin fee / account holder | $28 | $5,220-99.5% | $6,737-99.6% | $5,651-99.5% |