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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 | $71,279 | $198,457-64.1% | $170,435-58.2% | $147,586-51.7% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 15.25% | 257.30%-242.1pp | 205.94%-190.7pp | 578.59%-563.3pp |
| Employer contribution / active EE | $2,102 | $6,183-66.0% | $5,432-61.3% | $4,876-56.9% |
| Participant deferral / active EE | $7,375 | $5,629+31.0% | $4,939+49.3% | $5,439+35.6% |
| Admin fee / account holder | $127 | $16,852-99.2% | $13,881-99.1% | $10,886-98.8% |