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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 | $35,888 | $117,829-69.5% | $102,423-65.0% | $145,877-75.4% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 13.47% | 31.83%-18.4pp | 29.42%-16.0pp | 551.28%-537.8pp |
| Employer contribution / active EE | $4,478 | $3,615+23.9% | $3,023+48.1% | $4,663-4.0% |
| Participant deferral / active EE | $7,189 | $5,732+25.4% | $5,054+42.2% | $6,691+7.4% |
| Admin fee / account holder | $132 | $13,335-99.0% | $9,455-98.6% | $13,402-99.0% |