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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 | $38,645 | $126,661-69.5% | $113,397-65.9% | $138,895-72.2% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.5%-1.5pp | 79.9%-4.9pp |
| Annual return | 19.40% | 25.05%-5.7pp | 23.20%-3.8pp | 145.39%-126.0pp |
| Employer contribution / active EE | $4,714 | $3,456+36.4% | $2,977+58.3% | $4,194+12.4% |
| Participant deferral / active EE | $4,715 | $5,693-17.2% | $5,076-7.1% | $6,396-26.3% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |