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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 | $40,504 | $227,399-82.2% | $189,758-78.7% | $198,609-79.6% |
| Participation rate | 77.3% | 84.0%-6.7pp | 79.8%-2.5pp | 82.4%-5.1pp |
| Annual return | 18.75% | 61.03%-42.3pp | 52.62%-33.9pp | 202.70%-184.0pp |
| Employer contribution / active EE | $2,466 | $5,526-55.4% | $4,767-48.3% | $5,055-51.2% |
| Participant deferral / active EE | $4,782 | $6,837-30.1% | $5,856-18.3% | $6,977-31.5% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |