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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 | $51,710 | $111,301-53.5% | $112,977-54.2% | $158,966-67.5% |
| Participation rate | 75.0% | 83.5%-8.5pp | 82.6%-7.6pp | 82.0%-7.0pp |
| Annual return | 75.87% | 26.40%+49.5pp | 24.24%+51.6pp | 302.95%-227.1pp |
| Employer contribution / active EE | $1,323 | $4,471-70.4% | $4,255-68.9% | $4,762-72.2% |
| Participant deferral / active EE | $9,610 | $5,880+63.4% | $5,836+64.7% | $5,983+60.6% |
| Admin fee / account holder | $20 | $8,392-99.8% | $6,294-99.7% | $11,250-99.8% |