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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 | $73,454 | $58,627+25.3% | $76,735-4.3% | $82,448-10.9% |
| Participation rate | 93.9% | 63.2%+30.7pp | 69.5%+24.4pp | 68.1%+25.9pp |
| Annual return | 17.88% | 39.10%-21.2pp | 29.77%-11.9pp | 41.64%-23.8pp |
| Employer contribution / active EE | $3,156 | $1,729+82.5% | $2,454+28.6% | $2,551+23.7% |
| Participant deferral / active EE | $12,267 | $3,134+291.5% | $4,088+200.1% | $4,139+196.4% |
| Admin fee / account holder | $208 | $5,323-96.1% | $7,189-97.1% | $7,234-97.1% |