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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 | $80,093 | $185,905-56.9% | $170,057-52.9% | $139,487-42.6% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 18.19% | 60.56%-42.4pp | 53.42%-35.2pp | 373.84%-355.6pp |
| Employer contribution / active EE | $1,678 | $7,597-77.9% | $6,790-75.3% | $4,755-64.7% |
| Participant deferral / active EE | $6,446 | $11,627-44.6% | $10,411-38.1% | $6,713-4.0% |
| Admin fee / account holder | $90 | $15,397-99.4% | $12,826-99.3% | $11,407-99.2% |