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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 | $108,948 | $166,268-34.5% | $165,100-34.0% | $145,897-25.3% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.6pp |
| Annual return | 25.51% | 100.52%-75.0pp | 70.21%-44.7pp | 552.29%-526.8pp |
| Employer contribution / active EE | $1,406 | $5,284-73.4% | $4,348-67.7% | $4,663-69.9% |
| Participant deferral / active EE | $3,139 | $6,964-54.9% | $6,035-48.0% | $6,689-53.1% |
| Admin fee / account holder | $8 | $16,659-100.0% | $12,696-99.9% | $13,390-99.9% |