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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 | $121,341 | $183,539-33.9% | $155,556-22.0% | $145,897-16.8% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 17.71% | 61.31%-43.6pp | 64.84%-47.1pp | 552.29%-534.6pp |
| Employer contribution / active EE | $2,049 | $5,315-61.5% | $4,675-56.2% | $4,663-56.1% |
| Participant deferral / active EE | $10,112 | $6,467+56.4% | $5,631+79.6% | $6,689+51.2% |
| Admin fee / account holder | $62 | $19,275-99.7% | $15,885-99.6% | $13,390-99.5% |