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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 | $45,721 | $166,131-72.5% | $164,975-72.3% | $145,877-68.7% |
| Participation rate | 78.6% | 82.0%-3.4pp | 78.6%0pp | 80.3%-1.7pp |
| Annual return | 10.14% | 100.37%-90.2pp | 70.12%-60.0pp | 551.28%-541.1pp |
| Employer contribution / active EE | $1,825 | $5,276-65.4% | $4,343-58.0% | $4,663-60.9% |
| Participant deferral / active EE | $5,607 | $6,962-19.5% | $6,033-7.1% | $6,691-16.2% |
| Admin fee / account holder | $215 | $16,648-98.7% | $12,688-98.3% | $13,402-98.4% |