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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 | $18,942 | $102,638-81.5% | $81,982-76.9% | $158,982-88.1% |
| Participation rate | 70.0% | 75.5%-5.5pp | 69.3%+0.7pp | 82.0%-12.0pp |
| Annual return | 15.88% | 61.05%-45.2pp | 41.31%-25.4pp | 302.99%-287.1pp |
| Employer contribution / active EE | $2,769 | $3,241-14.6% | $2,498+10.8% | $4,763-41.9% |
| Participant deferral / active EE | $4,088 | $4,649-12.1% | $3,722+9.8% | $5,983-31.7% |
| Admin fee / account holder | $162 | $8,237-98.0% | $5,665-97.1% | $11,252-98.6% |