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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 | $42,487 | $124,980-66.0% | $108,359-60.8% | $154,746-72.5% |
| Participation rate | 95.0% | 75.2%+19.8pp | 70.1%+24.9pp | 80.7%+14.3pp |
| Annual return | 11.52% | 45.00%-33.5pp | 36.89%-25.4pp | 172.34%-160.8pp |
| Employer contribution / active EE | $5,653 | $2,851+98.3% | $2,399+135.6% | $4,379+29.1% |
| Participant deferral / active EE | $3,892 | $4,743-17.9% | $4,137-5.9% | $6,730-42.2% |
| Admin fee / account holder | $290 | $11,502-97.5% | $9,741-97.0% | $14,365-98.0% |