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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 | $61,684 | $152,619-59.6% | $125,195-50.7% | $152,909-59.7% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.5%-7.5pp |
| Annual return | 27.80% | 54.85%-27.0pp | 43.79%-16.0pp | 345.46%-317.7pp |
| Employer contribution / active EE | $1,546 | $4,947-68.8% | $3,866-60.0% | $4,764-67.5% |
| Participant deferral / active EE | $1,795 | $5,869-69.4% | $4,937-63.6% | $5,851-69.3% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |