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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 | $64,418 | $115,810-44.4% | $101,271-36.4% | $158,966-59.5% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 19.92% | 56.15%-36.2pp | 46.48%-26.6pp | 302.95%-283.0pp |
| Employer contribution / active EE | $1,001 | $4,175-76.0% | $3,660-72.7% | $4,762-79.0% |
| Participant deferral / active EE | $3,201 | $4,958-35.4% | $4,371-26.8% | $5,983-46.5% |
| Admin fee / account holder | $109 | $7,248-98.5% | $5,948-98.2% | $11,250-99.0% |