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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 | $27,968 | $110,212-74.6% | $96,534-71.0% | $139,466-79.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 18.66% | 26.42%-7.8pp | 25.88%-7.2pp | 373.66%-355.0pp |
| Employer contribution / active EE | $3,729 | $3,620+3.0% | $2,965+25.7% | $4,754-21.6% |
| Participant deferral / active EE | $5,859 | $5,547+5.6% | $4,851+20.8% | $6,712-12.7% |
| Admin fee / account holder | $94 | $11,599-99.2% | $8,253-98.9% | $11,409-99.2% |