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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 | $23,363 | $76,551-69.5% | $123,894-81.1% | $62,881-62.8% |
| Participation rate | 82.9% | 73.0%+9.9pp | 81.4%+1.4pp | 69.3%+13.6pp |
| Annual return | 18.79% | 18.68%+0.1pp | 47.52%-28.7pp | 20.14%-1.4pp |
| Employer contribution / active EE | $4,493 | $2,882+55.9% | $4,617-2.7% | $2,281+97.0% |
| Participant deferral / active EE | $9,483 | $4,840+95.9% | $5,984+58.5% | $3,203+196.1% |
| Admin fee / account holder | $74 | $4,826-98.5% | $8,357-99.1% | $4,296-98.3% |