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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 | $26,899 | $59,804-55.0% | $81,982-67.2% | $79,856-66.3% |
| Participation rate | 91.0% | 61.6%+29.4pp | 69.3%+21.8pp | 69.6%+21.4pp |
| Annual return | 43.73% | 17.56%+26.2pp | 41.31%+2.4pp | 31.71%+12.0pp |
| Employer contribution / active EE | $5,500 | $1,713+221.0% | $2,498+120.1% | $2,471+122.5% |
| Participant deferral / active EE | $4,345 | $2,695+61.2% | $3,722+16.7% | $3,741+16.2% |
| Admin fee / account holder | $154 | $4,288-96.4% | $5,665-97.3% | $5,306-97.1% |