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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 | $95,466 | $54,757+74.3% | $90,300+5.7% | $72,983+30.8% |
| Participation rate | 97.4% | 65.1%+32.2pp | 73.3%+24.1pp | 69.5%+27.9pp |
| Annual return | 22.43% | 30.63%-8.2pp | 78.11%-55.7pp | 81.01%-58.6pp |
| Employer contribution / active EE | $2,053 | $2,092-1.9% | $2,854-28.1% | $2,440-15.8% |
| Participant deferral / active EE | $3,649 | $2,887+26.4% | $3,884-6.1% | $3,608+1.1% |
| Admin fee / account holder | $175 | $3,972-95.6% | $5,353-96.7% | $5,124-96.6% |