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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 | $76,020 | $157,304-51.7% | $141,197-46.2% | $152,909-50.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 29.46% | 64.34%-34.9pp | 71.41%-41.9pp | 345.46%-316.0pp |
| Employer contribution / active EE | $4,125 | $5,263-21.6% | $4,736-12.9% | $4,764-13.4% |
| Participant deferral / active EE | $6,250 | $7,111-12.1% | $6,710-6.9% | $5,851+6.8% |
| Admin fee / account holder | $291 | $12,126-97.6% | $10,265-97.2% | $11,601-97.5% |