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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 | $183,592-61.1% | $155,567-54.1% | $145,959-51.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 10.35% | 61.24%-50.9pp | 64.74%-54.4pp | 561.95%-551.6pp |
| Employer contribution / active EE | $1,711 | $5,315-67.8% | $4,674-63.4% | $4,661-63.3% |
| Participant deferral / active EE | $2,609 | $6,464-59.6% | $5,628-53.6% | $6,689-61.0% |
| Admin fee / account holder | $4 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |