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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 | $54,901 | $175,257-68.7% | $149,717-63.3% | $139,456-60.6% |
| Participation rate | 73.7% | 83.4%-9.7pp | 78.8%-5.1pp | 80.3%-6.6pp |
| Annual return | 19.80% | 166.70%-146.9pp | 134.41%-114.6pp | 373.45%-353.6pp |
| Employer contribution / active EE | $3,415 | $5,477-37.6% | $4,820-29.1% | $4,753-28.1% |
| Participant deferral / active EE | $2,395 | $6,521-63.3% | $5,682-57.8% | $6,711-64.3% |
| Admin fee / account holder | $126 | $16,156-99.2% | $13,213-99.0% | $11,407-98.9% |