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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 | $45,571 | $48,078-5.2% | $78,676-42.1% | $62,881-27.5% |
| Participation rate | 88.4% | 65.2%+23.2pp | 73.6%+14.8pp | 69.3%+19.1pp |
| Annual return | 11.05% | 31.36%-20.3pp | 62.19%-51.1pp | 20.14%-9.1pp |
| Employer contribution / active EE | $4,347 | $2,015+115.8% | $2,850+52.5% | $2,281+90.6% |
| Participant deferral / active EE | $8,082 | $2,587+212.4% | $3,517+129.8% | $3,203+152.3% |
| Admin fee / account holder | $2 | $3,206-99.9% | $4,510-99.9% | $4,296-99.9% |