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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 | $59,440+23.6% | $78,004-5.8% | $82,637-11.1% |
| Participation rate | 93.9% | 62.8%+31.1pp | 69.4%+24.5pp | 68.1%+25.9pp |
| Annual return | 17.88% | 40.24%-22.4pp | 31.07%-13.2pp | 53.51%-35.6pp |
| Employer contribution / active EE | $3,156 | $1,750+80.3% | $2,469+27.8% | $2,552+23.7% |
| Participant deferral / active EE | $12,267 | $3,138+290.9% | $4,092+199.8% | $4,126+197.3% |
| Admin fee / account holder | $208 | $5,504-96.2% | $7,578-97.3% | $7,339-97.2% |