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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 | $43,034 | $157,304-72.6% | $141,197-69.5% | $152,909-71.9% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 21.21% | 64.34%-43.1pp | 71.41%-50.2pp | 345.46%-324.3pp |
| Employer contribution / active EE | $2,795 | $5,263-46.9% | $4,736-41.0% | $4,764-41.3% |
| Participant deferral / active EE | $10,351 | $7,111+45.6% | $6,710+54.3% | $5,851+76.9% |
| Admin fee / account holder | $15 | $12,126-99.9% | $10,265-99.9% | $11,601-99.9% |