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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 | $46,421 | $166,020-72.0% | $164,866-71.8% | $145,959-68.2% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 14.22% | 100.08%-85.9pp | 69.97%-55.7pp | 561.95%-547.7pp |
| Employer contribution / active EE | $5,194 | $5,275-1.5% | $4,343+19.6% | $4,661+11.4% |
| Participant deferral / active EE | $12,390 | $6,961+78.0% | $6,033+105.4% | $6,689+85.2% |
| Admin fee / account holder | $218 | $16,644-98.7% | $12,689-98.3% | $13,398-98.4% |