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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 | $56,427 | $115,814-51.3% | $101,275-44.3% | $158,982-64.5% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.8%-5.8pp | 82.0%-12.0pp |
| Annual return | 24.25% | 56.16%-31.9pp | 46.48%-22.2pp | 302.99%-278.7pp |
| Employer contribution / active EE | $2,107 | $4,176-49.5% | $3,660-42.4% | $4,763-55.8% |
| Participant deferral / active EE | $5,459 | $4,958+10.1% | $4,371+24.9% | $5,983-8.8% |
| Admin fee / account holder | $30 | $7,249-99.6% | $5,948-99.5% | $11,252-99.7% |