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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 | $62,387 | $157,276-60.3% | $141,177-55.8% | $152,885-59.2% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 15.24% | 64.33%-49.1pp | 71.40%-56.2pp | 345.39%-330.1pp |
| Employer contribution / active EE | $1,240 | $5,262-76.4% | $4,736-73.8% | $4,763-74.0% |
| Participant deferral / active EE | $3,925 | $7,110-44.8% | $6,710-41.5% | $5,851-32.9% |
| Admin fee / account holder | $71 | $12,123-99.4% | $10,263-99.3% | $11,598-99.4% |