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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 | $33,149 | $183,592-81.9% | $155,574-78.7% | $145,877-77.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 15.73% | 61.37%-45.6pp | 64.87%-49.1pp | 551.28%-535.6pp |
| Employer contribution / active EE | $2,122 | $5,317-60.1% | $4,676-54.6% | $4,663-54.5% |
| Participant deferral / active EE | $4,098 | $6,466-36.6% | $5,629-27.2% | $6,691-38.7% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |