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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 | $92,985 | $223,823-58.5% | $211,142-56.0% | $154,746-39.9% |
| Participation rate | 91.7% | 87.9%+3.8pp | 87.3%+4.4pp | 80.7%+11.0pp |
| Annual return | 16.41% | 50.39%-34.0pp | 46.84%-30.4pp | 172.34%-155.9pp |
| Employer contribution / active EE | $1,952 | $6,787-71.2% | $6,442-69.7% | $4,379-55.4% |
| Participant deferral / active EE | $4,549 | $9,750-53.3% | $9,284-51.0% | $6,730-32.4% |
| Admin fee / account holder | $43 | $19,707-99.8% | $19,076-99.8% | $14,365-99.7% |