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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 | $37,648 | $94,439-60.1% | $73,658-48.9% | $154,746-75.7% |
| Participation rate | 87.5% | 64.7%+22.8pp | 57.0%+30.5pp | 80.7%+6.8pp |
| Annual return | 22.81% | 28.25%-5.4pp | 29.72%-6.9pp | 172.34%-149.5pp |
| Employer contribution / active EE | $4,338 | $1,257+245.0% | $1,032+320.2% | $4,379-0.9% |
| Participant deferral / active EE | $6,436 | $2,527+154.7% | $2,062+212.2% | $6,730-4.4% |
| Admin fee / account holder | $32 | $3,843-99.2% | $3,357-99.1% | $14,365-99.8% |