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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 | $62,608 | $45,050+39.0% | $63,018-0.7% | $70,126-10.7% |
| Participation rate | 81.3% | 69.5%+11.7pp | 74.8%+6.4pp | 69.5%+11.7pp |
| Annual return | 23.60% | 18.76%+4.8pp | 87.62%-64.0pp | 73.15%-49.5pp |
| Employer contribution / active EE | $1,353 | $2,052-34.0% | $2,761-51.0% | $2,343-42.2% |
| Participant deferral / active EE | $5,188 | $2,466+110.4% | $3,330+55.8% | $3,332+55.7% |
| Admin fee / account holder | $144 | $2,834-94.9% | $3,601-96.0% | $4,645-96.9% |