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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 | $34,196 | $183,592-81.4% | $155,574-78.0% | $145,877-76.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 23.17% | 61.37%-38.2pp | 64.87%-41.7pp | 551.28%-528.1pp |
| Employer contribution / active EE | $3,012 | $5,317-43.4% | $4,676-35.6% | $4,663-35.4% |
| Participant deferral / active EE | $2,152 | $6,466-66.7% | $5,629-61.8% | $6,691-67.8% |
| Admin fee / account holder | $12 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |