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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 | $24,868 | $157,296-84.2% | $141,191-82.4% | $152,897-83.7% |
| Participation rate | 78.6% | 84.8%-6.3pp | 82.5%-3.9pp | 82.5%-3.9pp |
| Annual return | 28.76% | 64.34%-35.6pp | 71.41%-42.7pp | 345.43%-316.7pp |
| Employer contribution / active EE | $2,031 | $5,262-61.4% | $4,736-57.1% | $4,764-57.4% |
| Participant deferral / active EE | $4,970 | $7,111-30.1% | $6,710-25.9% | $5,851-15.1% |
| Admin fee / account holder | $108 | $12,125-99.1% | $10,264-98.9% | $11,599-99.1% |