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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 | $36,333 | $82,882-56.2% | $127,803-71.6% | $72,976-50.2% |
| Participation rate | 88.0% | 71.5%+16.5pp | 79.0%+9.0pp | 69.5%+18.5pp |
| Annual return | 62.59% | 32.20%+30.4pp | 26.14%+36.4pp | 81.02%-18.4pp |
| Employer contribution / active EE | $3,621 | $3,346+8.2% | $4,576-20.9% | $2,440+48.4% |
| Participant deferral / active EE | $5,054 | $4,791+5.5% | $6,023-16.1% | $3,608+40.1% |
| Admin fee / account holder | $291 | $6,487-95.5% | $9,399-96.9% | $5,124-94.3% |