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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 | $26,408 | $108,911-75.8% | $100,392-73.7% | $145,884-81.9% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 15.73% | 58.23%-42.5pp | 49.45%-33.7pp | 551.85%-536.1pp |
| Employer contribution / active EE | $3,589 | $4,420-18.8% | $3,941-9.0% | $4,662-23.0% |
| Participant deferral / active EE | $4,002 | $8,459-52.7% | $8,090-50.5% | $6,690-40.2% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |