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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 | $19,249 | $72,027-73.3% | $185,861-89.6% | $79,856-75.9% |
| Participation rate | 98.3% | 65.8%+32.6pp | 78.0%+20.3pp | 69.6%+28.7pp |
| Annual return | 25.56% | 23.13%+2.4pp | 35.96%-10.4pp | 31.71%-6.1pp |
| Employer contribution / active EE | $3,858 | $1,965+96.3% | $4,088-5.6% | $2,471+56.1% |
| Participant deferral / active EE | $3,415 | $3,780-9.7% | $5,634-39.4% | $3,741-8.7% |
| Admin fee / account holder | $234 | $4,513-94.8% | $9,503-97.5% | $5,306-95.6% |