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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 | $23,405 | $99,345-76.4% | $84,753-72.4% | $273,970-91.5% |
| Participation rate | 91.7% | 80.7%+11.0pp | 76.6%+15.1pp | 83.0%+8.7pp |
| Annual return | 53.22% | 22.93%+30.3pp | 22.78%+30.4pp | 41.46%+11.8pp |
| Employer contribution / active EE | $2,744 | $4,214-34.9% | $3,574-23.2% | $4,869-43.6% |
| Participant deferral / active EE | $6,643 | $4,270+55.6% | $3,712+79.0% | $5,287+25.6% |
| Admin fee / account holder | $207 | $6,645-96.9% | $5,333-96.1% | $10,132-98.0% |