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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 | $69,881 | $73,787-5.3% | $98,716-29.2% | $82,448-15.2% |
| Participation rate | 81.8% | 61.4%+20.4pp | 69.3%+12.5pp | 68.1%+13.8pp |
| Annual return | 19.90% | 18.57%+1.3pp | 31.81%-11.9pp | 41.64%-21.7pp |
| Employer contribution / active EE | $3,483 | $1,511+130.5% | $2,279+52.9% | $2,551+36.6% |
| Participant deferral / active EE | $9,320 | $3,081+202.5% | $4,048+130.3% | $4,139+125.2% |
| Admin fee / account holder | $196 | $6,500-97.0% | $8,703-97.8% | $7,234-97.3% |