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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 | $82,905 | $124,980-33.7% | $108,359-23.5% | $154,746-46.4% |
| Participation rate | 92.9% | 75.2%+17.7pp | 70.1%+22.7pp | 80.7%+12.2pp |
| Annual return | 19.11% | 45.00%-25.9pp | 36.89%-17.8pp | 172.34%-153.2pp |
| Employer contribution / active EE | $3,971 | $2,851+39.3% | $2,399+65.5% | $4,379-9.3% |
| Participant deferral / active EE | $7,237 | $4,743+52.6% | $4,137+74.9% | $6,730+7.5% |
| Admin fee / account holder | $19 | $11,502-99.8% | $9,741-99.8% | $14,365-99.9% |