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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 | $56,740 | $196,972-71.2% | $182,262-68.9% | $198,609-71.4% |
| Participation rate | 80.0% | 85.7%-5.7pp | 84.2%-4.2pp | 82.4%-2.4pp |
| Annual return | 41.68% | 158.27%-116.6pp | 140.60%-98.9pp | 202.70%-161.0pp |
| Employer contribution / active EE | $2,453 | $5,364-54.3% | $5,046-51.4% | $5,055-51.5% |
| Participant deferral / active EE | $5,957 | $8,643-31.1% | $8,276-28.0% | $6,977-14.6% |
| Admin fee / account holder | $254 | $18,429-98.6% | $16,712-98.5% | $19,030-98.7% |