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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 | $34,095 | $115,225-70.4% | $100,712-66.1% | $138,895-75.5% |
| Participation rate | 95.2% | 74.3%+20.9pp | 69.3%+26.0pp | 79.9%+15.3pp |
| Annual return | 18.88% | 40.35%-21.5pp | 33.27%-14.4pp | 145.39%-126.5pp |
| Employer contribution / active EE | $1,868 | $2,771-32.6% | $2,313-19.2% | $4,194-55.5% |
| Participant deferral / active EE | $5,559 | $4,699+18.3% | $4,085+36.1% | $6,396-13.1% |
| Admin fee / account holder | $219 | $10,844-98.0% | $9,256-97.6% | $12,562-98.3% |