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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 | $46,977 | $157,296-70.1% | $141,191-66.7% | $152,897-69.3% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 26.08% | 64.34%-38.3pp | 71.41%-45.3pp | 345.43%-319.3pp |
| Employer contribution / active EE | $2,225 | $5,262-57.7% | $4,736-53.0% | $4,764-53.3% |
| Participant deferral / active EE | $9,137 | $7,111+28.5% | $6,710+36.2% | $5,851+56.2% |
| Admin fee / account holder | $182 | $12,125-98.5% | $10,264-98.2% | $11,599-98.4% |