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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 | $65,622 | $105,160-37.6% | $94,679-30.7% | $139,456-52.9% |
| Participation rate | 75.0% | 82.4%-7.4pp | 80.8%-5.8pp | 80.3%-5.3pp |
| Annual return | 24.07% | 38.04%-14.0pp | 156.75%-132.7pp | 373.45%-349.4pp |
| Employer contribution / active EE | $5,219 | $4,107+27.1% | $3,673+42.1% | $4,753+9.8% |
| Participant deferral / active EE | $6,884 | $7,599-9.4% | $7,417-7.2% | $6,711+2.6% |
| Admin fee / account holder | $0 | $8,988-100.0% | $7,233-100.0% | $11,407-100.0% |