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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 | $71,454 | $183,539-61.1% | $155,556-54.1% | $145,897-51.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 10.35% | 61.31%-51.0pp | 64.84%-54.5pp | 552.29%-541.9pp |
| Employer contribution / active EE | $1,711 | $5,315-67.8% | $4,675-63.4% | $4,663-63.3% |
| Participant deferral / active EE | $2,609 | $6,467-59.7% | $5,631-53.7% | $6,689-61.0% |
| Admin fee / account holder | $4 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |