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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 | $30,676 | $111,535-72.5% | $105,223-70.8% | $137,256-77.7% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.0%-5.0pp | 80.0%-10.0pp |
| Annual return | 14.90% | 237.85%-223.0pp | 180.65%-165.7pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,068 | $3,939-47.5% | $3,689-43.9% | $4,156-50.2% |
| Participant deferral / active EE | $2,885 | $5,500-47.5% | $5,072-43.1% | $6,407-55.0% |
| Admin fee / account holder | $110 | $9,721-98.9% | $8,859-98.8% | $12,270-99.1% |