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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 | $150,232 | $65,027+131.0% | $90,970+65.1% | $79,852+88.1% |
| Participation rate | 78.4% | 61.6%+16.8pp | 69.0%+9.4pp | 69.6%+8.7pp |
| Annual return | 12.82% | 30.45%-17.6pp | 134.58%-121.8pp | 31.72%-18.9pp |
| Employer contribution / active EE | $983 | $1,247-21.2% | $2,122-53.7% | $2,471-60.2% |
| Participant deferral / active EE | $5,108 | $2,512+103.4% | $3,373+51.4% | $3,740+36.6% |
| Admin fee / account holder | $271 | $4,535-94.0% | $5,960-95.5% | $5,306-94.9% |