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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 | $52,311 | $112,131-53.3% | $95,964-45.5% | $158,982-67.1% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 21.76% | 171.19%-149.4pp | 91.64%-69.9pp | 302.99%-281.2pp |
| Employer contribution / active EE | $2,332 | $3,199-27.1% | $2,541-8.2% | $4,763-51.0% |
| Participant deferral / active EE | $13,707 | $4,784+186.5% | $4,167+229.0% | $5,983+129.1% |
| Admin fee / account holder | $25 | $10,136-99.8% | $6,797-99.6% | $11,252-99.8% |