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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 | $166,131-72.1% | $164,975-71.9% | $145,877-68.2% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 14.22% | 100.37%-86.1pp | 70.12%-55.9pp | 551.28%-537.1pp |
| Employer contribution / active EE | $5,194 | $5,276-1.6% | $4,343+19.6% | $4,663+11.4% |
| Participant deferral / active EE | $12,390 | $6,962+78.0% | $6,033+105.4% | $6,691+85.2% |
| Admin fee / account holder | $218 | $16,648-98.7% | $12,688-98.3% | $13,402-98.4% |