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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 | $58,560 | $166,131-64.8% | $164,975-64.5% | $145,877-59.9% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 13.03% | 100.37%-87.3pp | 70.12%-57.1pp | 551.28%-538.3pp |
| Employer contribution / active EE | $2,119 | $5,276-59.8% | $4,343-51.2% | $4,663-54.6% |
| Participant deferral / active EE | $2,443 | $6,962-64.9% | $6,033-59.5% | $6,691-63.5% |
| Admin fee / account holder | $30 | $16,648-99.8% | $12,688-99.8% | $13,402-99.8% |