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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 | $48,586 | $65,034-25.3% | $90,970-46.6% | $79,856-39.2% |
| Participation rate | 96.8% | 61.6%+35.2pp | 69.0%+27.8pp | 69.6%+27.1pp |
| Annual return | 19.66% | 30.45%-10.8pp | 134.60%-114.9pp | 31.71%-12.1pp |
| Employer contribution / active EE | $2,245 | $1,247+80.0% | $2,122+5.8% | $2,471-9.1% |
| Participant deferral / active EE | $3,608 | $2,512+43.6% | $3,373+7.0% | $3,741-3.5% |
| Admin fee / account holder | $182 | $4,536-96.0% | $5,961-96.9% | $5,306-96.6% |