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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 | $183,627-61.1% | $155,602-54.1% | $145,978-51.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 10.35% | 61.32%-51.0pp | 64.81%-54.5pp | 550.52%-540.2pp |
| Employer contribution / active EE | $1,711 | $5,316-67.8% | $4,675-63.4% | $4,662-63.3% |
| Participant deferral / active EE | $2,609 | $6,466-59.6% | $5,629-53.6% | $6,690-61.0% |
| Admin fee / account holder | $4 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |