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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 | $64,536 | $183,592-64.8% | $155,574-58.5% | $145,877-55.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 43.22% | 61.37%-18.2pp | 64.87%-21.7pp | 551.28%-508.1pp |
| Employer contribution / active EE | $1,916 | $5,317-64.0% | $4,676-59.0% | $4,663-58.9% |
| Participant deferral / active EE | $8,658 | $6,466+33.9% | $5,629+53.8% | $6,691+29.4% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |