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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 | $38,866 | $105,856-63.3% | $90,161-56.9% | $147,586-73.7% |
| Participation rate | 76.5% | 79.7%-3.3pp | 76.9%-0.4pp | 82.8%-6.4pp |
| Annual return | 28.85% | 37.63%-8.8pp | 34.89%-6.0pp | 578.59%-549.7pp |
| Employer contribution / active EE | $2,595 | $4,126-37.1% | $3,318-21.8% | $4,876-46.8% |
| Participant deferral / active EE | $4,622 | $5,733-19.4% | $5,287-12.6% | $5,439-15.0% |
| Admin fee / account holder | $1 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |