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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 | $97,335 | $78,707+23.7% | $117,861-17.4% | $70,126+38.8% |
| Participation rate | 74.1% | 73.2%+0.9pp | 79.7%-5.6pp | 69.5%+4.5pp |
| Annual return | 24.11% | 23.30%+0.8pp | 335.11%-311.0pp | 73.15%-49.0pp |
| Employer contribution / active EE | $1,888 | $2,223-15.1% | $3,786-50.1% | $2,343-19.4% |
| Participant deferral / active EE | $3,855 | $3,297+16.9% | $4,482-14.0% | $3,332+15.7% |
| Admin fee / account holder | $237 | $5,066-95.3% | $8,021-97.0% | $4,645-94.9% |