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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 | $59,819 | $67,894-11.9% | $89,340-33.0% | $82,448-27.4% |
| Participation rate | 92.6% | 64.0%+28.5pp | 69.6%+23.0pp | 68.1%+24.5pp |
| Annual return | 26.26% | 19.21%+7.1pp | 20.57%+5.7pp | 41.64%-15.4pp |
| Employer contribution / active EE | $3,041 | $1,828+66.4% | $2,231+36.3% | $2,551+19.2% |
| Participant deferral / active EE | $5,663 | $3,072+84.3% | $3,823+48.1% | $4,139+36.8% |
| Admin fee / account holder | $199 | $5,723-96.5% | $6,704-97.0% | $7,234-97.3% |