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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 | $35,634 | $157,304-77.3% | $141,197-74.8% | $152,909-76.7% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 28.46% | 64.34%-35.9pp | 71.41%-43.0pp | 345.46%-317.0pp |
| Employer contribution / active EE | $3,079 | $5,263-41.5% | $4,736-35.0% | $4,764-35.4% |
| Participant deferral / active EE | $5,005 | $7,111-29.6% | $6,710-25.4% | $5,851-14.5% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |