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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 | $33,745 | $106,247-68.2% | $96,515-65.0% | $139,466-75.8% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 24.60% | 38.47%-13.9pp | 35.73%-11.1pp | 373.66%-349.1pp |
| Employer contribution / active EE | $6,562 | $4,106+59.8% | $3,740+75.5% | $4,754+38.0% |
| Participant deferral / active EE | $8,460 | $5,456+55.1% | $4,880+73.4% | $6,712+26.1% |
| Admin fee / account holder | $295 | $7,885-96.3% | $6,735-95.6% | $11,409-97.4% |