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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 | $64,697 | $152,612-57.6% | $125,192-48.3% | $152,897-57.7% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.5%-2.5pp |
| Annual return | 20.26% | 54.85%-34.6pp | 43.79%-23.5pp | 345.43%-325.2pp |
| Employer contribution / active EE | $1,715 | $4,947-65.3% | $3,866-55.7% | $4,764-64.0% |
| Participant deferral / active EE | $6,090 | $5,868+3.8% | $4,937+23.4% | $5,851+4.1% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |