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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 | $85,989 | $76,551+12.3% | $123,894-30.6% | $62,881+36.7% |
| Participation rate | 75.9% | 73.0%+2.9pp | 81.4%-5.5pp | 69.3%+6.6pp |
| Annual return | 6.12% | 18.68%-12.6pp | 47.52%-41.4pp | 20.14%-14.0pp |
| Employer contribution / active EE | $5,196 | $2,882+80.3% | $4,617+12.5% | $2,281+127.8% |
| Participant deferral / active EE | $3,696 | $4,840-23.6% | $5,984-38.2% | $3,203+15.4% |
| Admin fee / account holder | $292 | $4,826-94.0% | $8,357-96.5% | $4,296-93.2% |