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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 | $40,002 | $112,121-64.3% | $95,960-58.3% | $158,966-74.8% |
| Participation rate | 76.9% | 79.0%-2.1pp | 77.1%-0.2pp | 82.0%-5.0pp |
| Annual return | 7.73% | 171.16%-163.4pp | 91.63%-83.9pp | 302.95%-295.2pp |
| Employer contribution / active EE | $1,827 | $3,199-42.9% | $2,541-28.1% | $4,762-61.6% |
| Participant deferral / active EE | $7,325 | $4,784+53.1% | $4,167+75.8% | $5,983+22.4% |
| Admin fee / account holder | $71 | $10,135-99.3% | $6,797-99.0% | $11,250-99.4% |