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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 | $46,794 | $157,296-70.3% | $141,191-66.9% | $152,897-69.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 118.41% | 64.34%+54.1pp | 71.41%+47.0pp | 345.43%-227.0pp |
| Employer contribution / active EE | $2,997 | $5,262-43.0% | $4,736-36.7% | $4,764-37.1% |
| Participant deferral / active EE | $7,662 | $7,111+7.7% | $6,710+14.2% | $5,851+30.9% |
| Admin fee / account holder | $14 | $12,125-99.9% | $10,264-99.9% | $11,599-99.9% |