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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 | $58,225 | $87,106-33.2% | $105,607-44.9% | $80,935-28.1% |
| Participation rate | 79.0% | 70.4%+8.6pp | 75.3%+3.7pp | 67.7%+11.4pp |
| Annual return | 17.37% | 17.01%+0.4pp | 116.11%-98.7pp | 35.66%-18.3pp |
| Employer contribution / active EE | $3,811 | $2,396+59.0% | $3,167+20.3% | $2,757+38.3% |
| Participant deferral / active EE | $7,927 | $3,986+98.9% | $5,011+58.2% | $4,299+84.4% |
| Admin fee / account holder | $70 | $8,447-99.2% | $10,958-99.4% | $6,924-99.0% |