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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 | $33,712 | $183,592-81.6% | $155,574-78.3% | $145,877-76.9% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 14.00% | 61.37%-47.4pp | 64.87%-50.9pp | 551.28%-537.3pp |
| Employer contribution / active EE | $2,234 | $5,317-58.0% | $4,676-52.2% | $4,663-52.1% |
| Participant deferral / active EE | $8,307 | $6,466+28.5% | $5,629+47.6% | $6,691+24.2% |
| Admin fee / account holder | $77 | $19,316-99.6% | $15,914-99.5% | $13,402-99.4% |