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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 | $70,473 | $176,105-60.0% | $159,474-55.8% | $167,536-57.9% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 13.47% | 331.91%-318.4pp | 263.68%-250.2pp | 478.82%-465.3pp |
| Employer contribution / active EE | $1,217 | $5,299-77.0% | $4,831-74.8% | $4,839-74.8% |
| Participant deferral / active EE | $7,919 | $7,751+2.2% | $7,353+7.7% | $6,342+24.9% |
| Admin fee / account holder | $269 | $12,559-97.9% | $10,802-97.5% | $12,315-97.8% |