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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 | $22,799 | $81,358-72.0% | $155,556-85.3% | $80,959-71.8% |
| Participation rate | 84.6% | 66.3%+18.4pp | 78.2%+6.4pp | 67.7%+16.9pp |
| Annual return | 10.94% | 33.39%-22.4pp | 64.84%-53.9pp | 35.67%-24.7pp |
| Employer contribution / active EE | $5,299 | $3,106+70.6% | $4,675+13.3% | $2,757+92.2% |
| Participant deferral / active EE | $2,445 | $3,455-29.2% | $5,631-56.6% | $4,300-43.2% |
| Admin fee / account holder | $285 | $7,994-96.4% | $15,885-98.2% | $6,925-95.9% |