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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 | $33,149 | $157,276-78.9% | $141,177-76.5% | $152,885-78.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 21.33% | 64.33%-43.0pp | 71.40%-50.1pp | 345.39%-324.1pp |
| Employer contribution / active EE | $2,763 | $5,262-47.5% | $4,736-41.7% | $4,763-42.0% |
| Participant deferral / active EE | $5,799 | $7,110-18.4% | $6,710-13.6% | $5,851-0.9% |
| Admin fee / account holder | $177 | $12,123-98.5% | $10,263-98.3% | $11,598-98.5% |