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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 | $61,003 | $157,304-61.2% | $141,197-56.8% | $152,909-60.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 24.01% | 64.34%-40.3pp | 71.41%-47.4pp | 345.46%-321.5pp |
| Employer contribution / active EE | $2,483 | $5,263-52.8% | $4,736-47.6% | $4,764-47.9% |
| Participant deferral / active EE | $4,743 | $7,111-33.3% | $6,710-29.3% | $5,851-18.9% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |