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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 | $20,970 | $148,629-85.9% | $135,982-84.6% | $139,487-85.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 28.22% | 79.33%-51.1pp | 68.32%-40.1pp | 373.84%-345.6pp |
| Employer contribution / active EE | $1,987 | $5,247-62.1% | $4,859-59.1% | $4,755-58.2% |
| Participant deferral / active EE | $7,163 | $8,102-11.6% | $7,760-7.7% | $6,713+6.7% |
| Admin fee / account holder | $224 | $12,406-98.2% | $10,767-97.9% | $11,407-98.0% |