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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 | $166,242-72.5% | $165,071-72.3% | $145,884-68.7% |
| Participation rate | 78.6% | 82.0%-3.4pp | 78.6%-0.1pp | 80.3%-1.7pp |
| Annual return | 10.14% | 100.44%-90.3pp | 70.17%-60.0pp | 551.85%-541.7pp |
| Employer contribution / active EE | $1,825 | $5,283-65.5% | $4,347-58.0% | $4,662-60.9% |
| Participant deferral / active EE | $5,607 | $6,964-19.5% | $6,035-7.1% | $6,690-16.2% |
| Admin fee / account holder | $215 | $16,658-98.7% | $12,695-98.3% | $13,392-98.4% |