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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 | $37,608 | $72,273-48.0% | $101,275-62.9% | $79,856-52.9% |
| Participation rate | 80.6% | 68.5%+12.2pp | 75.8%+4.8pp | 69.6%+11.0pp |
| Annual return | 18.60% | 22.30%-3.7pp | 46.48%-27.9pp | 31.71%-13.1pp |
| Employer contribution / active EE | $3,926 | $2,691+45.9% | $3,660+7.3% | $2,471+58.9% |
| Participant deferral / active EE | $1,468 | $3,282-55.3% | $4,371-66.4% | $3,741-60.8% |
| Admin fee / account holder | $136 | $4,401-96.9% | $5,948-97.7% | $5,306-97.4% |