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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 | $34,041 | $134,001-74.6% | $112,258-69.7% | $134,509-74.7% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | 13.98% | 47.15%-33.2pp | 27.47%-13.5pp | 418.13%-404.2pp |
| Employer contribution / active EE | $3,964 | $4,039-1.9% | $3,636+9.0% | $4,741-16.4% |
| Participant deferral / active EE | $8,652 | $5,291+63.5% | $4,728+83.0% | $6,400+35.2% |
| Admin fee / account holder | $94 | $7,491-98.7% | $6,411-98.5% | $11,427-99.2% |