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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 | $32,875 | $134,001-75.5% | $112,258-70.7% | $134,509-75.6% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | 5.28% | 47.15%-41.9pp | 27.47%-22.2pp | 418.13%-412.8pp |
| Employer contribution / active EE | $4,483 | $4,039+11.0% | $3,636+23.3% | $4,741-5.4% |
| Participant deferral / active EE | $17,813 | $5,291+236.6% | $4,728+276.7% | $6,400+178.3% |
| Admin fee / account holder | $110 | $7,491-98.5% | $6,411-98.3% | $11,427-99.0% |