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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 | $14,475 | $77,638-81.4% | $156,551-90.8% | $62,881-77.0% |
| Participation rate | 96.0% | 71.2%+24.8pp | 84.0%+12.0pp | 69.3%+26.7pp |
| Annual return | 18.22% | 50.33%-32.1pp | 32.23%-14.0pp | 20.14%-1.9pp |
| Employer contribution / active EE | $5,478 | $3,444+59.1% | $5,501-0.4% | $2,281+140.2% |
| Participant deferral / active EE | $4,686 | $3,046+53.9% | $4,871-3.8% | $3,203+46.3% |
| Admin fee / account holder | $172 | $5,561-96.9% | $13,028-98.7% | $4,296-96.0% |