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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 | $38,185 | $166,268-77.0% | $165,100-76.9% | $145,897-73.8% |
| Participation rate | 72.2% | 82.0%-9.8pp | 78.6%-6.4pp | 80.3%-8.1pp |
| Annual return | 14.54% | 100.52%-86.0pp | 70.21%-55.7pp | 552.29%-537.7pp |
| Employer contribution / active EE | $1,639 | $5,284-69.0% | $4,348-62.3% | $4,663-64.8% |
| Participant deferral / active EE | $4,017 | $6,964-42.3% | $6,035-33.4% | $6,689-39.9% |
| Admin fee / account holder | $11 | $16,659-99.9% | $12,696-99.9% | $13,390-99.9% |