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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 | $74,650 | $108,911-31.5% | $100,392-25.6% | $145,884-48.8% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 18.42% | 58.23%-39.8pp | 49.45%-31.0pp | 551.85%-533.4pp |
| Employer contribution / active EE | $2,951 | $4,420-33.2% | $3,941-25.1% | $4,662-36.7% |
| Participant deferral / active EE | $4,824 | $8,459-43.0% | $8,090-40.4% | $6,690-27.9% |
| Admin fee / account holder | $153 | $9,698-98.4% | $7,904-98.1% | $13,392-98.9% |