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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 | $38,049 | $117,895-67.7% | $102,460-62.9% | $145,897-73.9% |
| Participation rate | 76.5% | 78.6%-2.2pp | 76.5%0pp | 80.3%-3.8pp |
| Annual return | 19.66% | 31.92%-12.3pp | 29.47%-9.8pp | 552.29%-532.6pp |
| Employer contribution / active EE | $3,161 | $3,619-12.7% | $3,025+4.5% | $4,663-32.2% |
| Participant deferral / active EE | $5,975 | $5,736+4.2% | $5,056+18.2% | $6,689-10.7% |
| Admin fee / account holder | $141 | $13,353-98.9% | $9,460-98.5% | $13,390-98.9% |