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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 | $28,847 | $157,304-81.7% | $141,197-79.6% | $152,909-81.1% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 28.31% | 64.34%-36.0pp | 71.41%-43.1pp | 345.46%-317.2pp |
| Employer contribution / active EE | $3,128 | $5,263-40.6% | $4,736-33.9% | $4,764-34.3% |
| Participant deferral / active EE | $5,586 | $7,111-21.4% | $6,710-16.8% | $5,851-4.5% |
| Admin fee / account holder | $31 | $12,126-99.7% | $10,265-99.7% | $11,601-99.7% |