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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 | $37,797 | $97,125-61.1% | $86,233-56.2% | $137,256-72.5% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.0%+18.5pp | 80.0%+7.5pp |
| Annual return | 17.11% | 74.19%-57.1pp | 61.39%-44.3pp | 220.34%-203.2pp |
| Employer contribution / active EE | $5,011 | $2,841+76.4% | $2,504+100.1% | $4,156+20.6% |
| Participant deferral / active EE | $4,229 | $5,180-18.3% | $4,559-7.2% | $6,407-34.0% |
| Admin fee / account holder | $100 | $9,725-99.0% | $8,342-98.8% | $12,270-99.2% |