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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 | $37,801 | $97,125-61.1% | $86,233-56.2% | $137,256-72.5% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 27.40% | 74.19%-46.8pp | 61.39%-34.0pp | 220.34%-192.9pp |
| Employer contribution / active EE | $3,022 | $2,841+6.4% | $2,504+20.7% | $4,156-27.3% |
| Participant deferral / active EE | $6,976 | $5,180+34.7% | $4,559+53.0% | $6,407+8.9% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |