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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 | $108,192 | $69,248+56.2% | $64,101+68.8% | $139,466-22.4% |
| Participation rate | 72.2% | 75.6%-3.4pp | 72.3%-0.1pp | 80.3%-8.1pp |
| Annual return | 25.48% | 45.95%-20.5pp | 33.72%-8.2pp | 373.66%-348.2pp |
| Employer contribution / active EE | $794 | $3,185-75.1% | $2,749-71.1% | $4,754-83.3% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,881-100.0% | $6,712-100.0% |
| Admin fee / account holder | $39 | $4,247-99.1% | $3,070-98.7% | $11,409-99.7% |