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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 | $36,529 | $105,145-65.3% | $94,664-61.4% | $139,466-73.8% |
| Participation rate | 80.0% | 82.4%-2.4pp | 80.8%-0.8pp | 80.3%-0.3pp |
| Annual return | 21.38% | 38.09%-16.7pp | 156.84%-135.5pp | 373.66%-352.3pp |
| Employer contribution / active EE | $4,459 | $4,107+8.6% | $3,673+21.4% | $4,754-6.2% |
| Participant deferral / active EE | $7,095 | $7,599-6.6% | $7,417-4.3% | $6,712+5.7% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,409-100.0% |