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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 | $38,446 | $106,588-63.9% | $94,215-59.2% | $155,188-75.2% |
| Participation rate | 75.0% | 74.3%+0.7pp | 70.0%+5.0pp | 80.8%-5.8pp |
| Annual return | 22.19% | 29.39%-7.2pp | 28.22%-6.0pp | 148.84%-126.6pp |
| Employer contribution / active EE | $4,144 | $3,080+34.5% | $2,675+54.9% | $4,248-2.5% |
| Participant deferral / active EE | $7,896 | $4,802+64.4% | $4,276+84.7% | $6,531+20.9% |
| Admin fee / account holder | $140 | $12,281-98.9% | $10,216-98.6% | $14,480-99.0% |