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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 | $45,538 | $183,592-75.2% | $155,574-70.7% | $145,877-68.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 14.92% | 61.37%-46.5pp | 64.87%-50.0pp | 551.28%-536.4pp |
| Employer contribution / active EE | $1,861 | $5,317-65.0% | $4,676-60.2% | $4,663-60.1% |
| Participant deferral / active EE | $5,223 | $6,466-19.2% | $5,629-7.2% | $6,691-21.9% |
| Admin fee / account holder | $10 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |