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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 | $38,106 | $78,428-51.4% | $95,960-60.3% | $79,852-52.3% |
| Participation rate | 92.1% | 73.5%+18.6pp | 77.1%+15.0pp | 69.6%+22.5pp |
| Annual return | 21.71% | 19.37%+2.3pp | 91.63%-69.9pp | 31.72%-10.0pp |
| Employer contribution / active EE | $2,817 | $1,945+44.8% | $2,541+10.8% | $2,471+14.0% |
| Participant deferral / active EE | $5,848 | $3,440+70.0% | $4,167+40.3% | $3,740+56.3% |
| Admin fee / account holder | $53 | $5,622-99.1% | $6,797-99.2% | $5,306-99.0% |