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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 | $98,819 | $81,233+21.6% | $155,567-36.5% | $80,874+22.2% |
| Participation rate | 82.1% | 66.2%+15.8pp | 78.2%+3.9pp | 67.6%+14.4pp |
| Annual return | 16.93% | 33.33%-16.4pp | 64.74%-47.8pp | 35.62%-18.7pp |
| Employer contribution / active EE | $1,813 | $3,101-41.5% | $4,674-61.2% | $2,756-34.2% |
| Participant deferral / active EE | $3,945 | $3,452+14.3% | $5,628-29.9% | $4,297-8.2% |
| Admin fee / account holder | $87 | $7,998-98.9% | $15,916-99.5% | $6,935-98.7% |