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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 | $96,229 | $76,407+25.9% | $150,298-36.0% | $82,448+16.7% |
| Participation rate | 96.6% | 66.4%+30.2pp | 77.8%+18.8pp | 68.1%+28.5pp |
| Annual return | 20.06% | 39.99%-19.9pp | 62.79%-42.7pp | 41.64%-21.6pp |
| Employer contribution / active EE | $3,060 | $2,614+17.0% | $4,154-26.3% | $2,551+19.9% |
| Participant deferral / active EE | $6,180 | $3,214+92.3% | $5,453+13.3% | $4,139+49.3% |
| Admin fee / account holder | $177 | $6,352-97.2% | $14,116-98.7% | $7,234-97.5% |