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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 | $68,105 | $58,851+15.7% | $115,170-40.9% | $72,975-6.7% |
| Participation rate | 73.3% | 65.5%+7.8pp | 75.9%-2.6pp | 69.5%+3.8pp |
| Annual return | 24.67% | 23.16%+1.5pp | 35.60%-10.9pp | 81.01%-56.3pp |
| Employer contribution / active EE | $2,581 | $1,798+43.6% | $3,179-18.8% | $2,440+5.8% |
| Participant deferral / active EE | $4,458 | $2,643+68.7% | $4,169+6.9% | $3,608+23.6% |
| Admin fee / account holder | $233 | $6,370-96.3% | $7,089-96.7% | $5,124-95.5% |