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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 | $63,448 | $76,407-17.0% | $150,298-57.8% | $82,448-23.0% |
| Participation rate | 96.4% | 66.4%+30.0pp | 77.8%+18.7pp | 68.1%+28.4pp |
| Annual return | 44.46% | 39.99%+4.5pp | 62.79%-18.3pp | 41.64%+2.8pp |
| Employer contribution / active EE | $4,615 | $2,614+76.6% | $4,154+11.1% | $2,551+80.9% |
| Participant deferral / active EE | $5,953 | $3,214+85.2% | $5,453+9.2% | $4,139+43.8% |
| Admin fee / account holder | $290 | $6,352-95.4% | $14,116-97.9% | $7,234-96.0% |