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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 | $28,777 | $184,014-84.4% | $161,149-82.1% | $138,895-79.3% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.8%-3.8pp | 79.9%-4.9pp |
| Annual return | 42.13% | 21.52%+20.6pp | 21.16%+21.0pp | 145.39%-103.3pp |
| Employer contribution / active EE | $4,131 | $5,055-18.3% | $4,360-5.3% | $4,194-1.5% |
| Participant deferral / active EE | $8,280 | $6,909+19.8% | $6,153+34.6% | $6,396+29.5% |
| Admin fee / account holder | $39 | $18,027-99.8% | $15,194-99.7% | $12,562-99.7% |