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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 | $35,474 | $49,249-28.0% | $70,476-49.7% | $79,852-55.6% |
| Participation rate | 74.1% | 69.2%+5.0pp | 75.1%-0.9pp | 69.6%+4.5pp |
| Annual return | 35.32% | 30.09%+5.2pp | 109.12%-73.8pp | 31.72%+3.6pp |
| Employer contribution / active EE | $3,351 | $2,100+59.5% | $2,738+22.4% | $2,471+35.6% |
| Participant deferral / active EE | $5,298 | $2,769+91.3% | $3,710+42.8% | $3,740+41.6% |
| Admin fee / account holder | $111 | $2,878-96.1% | $3,847-97.1% | $5,306-97.9% |