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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 | $105,447 | $166,131-36.5% | $164,975-36.1% | $145,877-27.7% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.9pp |
| Annual return | 12.97% | 100.37%-87.4pp | 70.12%-57.2pp | 551.28%-538.3pp |
| Employer contribution / active EE | $2,130 | $5,276-59.6% | $4,343-51.0% | $4,663-54.3% |
| Participant deferral / active EE | $6,106 | $6,962-12.3% | $6,033+1.2% | $6,691-8.7% |
| Admin fee / account holder | $7 | $16,648-100.0% | $12,688-99.9% | $13,402-99.9% |