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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 | $76,004 | $226,090-66.4% | $182,531-58.4% | $152,885-50.3% |
| Participation rate | 76.2% | 82.5%-6.3pp | 78.0%-1.8pp | 82.5%-6.3pp |
| Annual return | 24.09% | 192.57%-168.5pp | 148.57%-124.5pp | 345.39%-321.3pp |
| Employer contribution / active EE | $1,059 | $4,978-78.7% | $4,075-74.0% | $4,763-77.8% |
| Participant deferral / active EE | $3,229 | $6,369-49.3% | $5,525-41.6% | $5,851-44.8% |
| Admin fee / account holder | $123 | $10,705-98.8% | $8,593-98.6% | $11,598-98.9% |