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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 | $166,242-72.1% | $165,071-71.9% | $145,884-68.2% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 14.22% | 100.44%-86.2pp | 70.17%-55.9pp | 551.85%-537.6pp |
| Employer contribution / active EE | $5,194 | $5,283-1.7% | $4,347+19.5% | $4,662+11.4% |
| Participant deferral / active EE | $12,390 | $6,964+77.9% | $6,035+105.3% | $6,690+85.2% |
| Admin fee / account holder | $218 | $16,658-98.7% | $12,695-98.3% | $13,392-98.4% |