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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 | $81,276-71.9% | $155,574-85.3% | $80,925-71.8% |
| Participation rate | 84.6% | 66.2%+18.4pp | 78.2%+6.4pp | 67.7%+17.0pp |
| Annual return | 10.94% | 33.36%-22.4pp | 64.87%-53.9pp | 35.65%-24.7pp |
| Employer contribution / active EE | $5,299 | $3,103+70.8% | $4,676+13.3% | $2,756+92.2% |
| Participant deferral / active EE | $2,445 | $3,453-29.2% | $5,629-56.6% | $4,299-43.1% |
| Admin fee / account holder | $285 | $7,993-96.4% | $15,914-98.2% | $6,940-95.9% |