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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 | $51,727 | $106,974-51.6% | $90,796-43.0% | $138,895-62.8% |
| Participation rate | 87.5% | 74.9%+12.6pp | 69.5%+18.0pp | 79.9%+7.6pp |
| Annual return | 19.28% | 20.10%-0.8pp | 19.29%0pp | 145.39%-126.1pp |
| Employer contribution / active EE | $3,723 | $2,609+42.7% | $2,294+62.3% | $4,194-11.2% |
| Participant deferral / active EE | $8,477 | $4,455+90.3% | $3,822+121.8% | $6,396+32.5% |
| Admin fee / account holder | -$712 | $8,626-108.3% | $7,024-110.1% | $12,562-105.7% |