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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 | $51,487 | $54,763-6.0% | $90,324-43.0% | $72,976-29.4% |
| Participation rate | 96.2% | 65.2%+31.0pp | 73.3%+22.9pp | 69.5%+26.7pp |
| Annual return | 39.56% | 30.63%+8.9pp | 78.15%-38.6pp | 81.02%-41.5pp |
| Employer contribution / active EE | $6,863 | $2,093+227.9% | $2,856+140.3% | $2,440+181.3% |
| Participant deferral / active EE | $5,948 | $2,887+106.0% | $3,885+53.1% | $3,608+64.9% |
| Admin fee / account holder | $181 | $3,973-95.5% | $5,356-96.6% | $5,124-96.5% |