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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 | $50,270 | $157,304-68.0% | $141,197-64.4% | $152,909-67.1% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 26.97% | 64.34%-37.4pp | 71.41%-44.4pp | 345.46%-318.5pp |
| Employer contribution / active EE | $3,109 | $5,263-40.9% | $4,736-34.4% | $4,764-34.7% |
| Participant deferral / active EE | $6,905 | $7,111-2.9% | $6,710+2.9% | $5,851+18.0% |
| Admin fee / account holder | $18 | $12,126-99.9% | $10,265-99.8% | $11,601-99.8% |