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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 | $46,307 | $183,539-74.8% | $155,556-70.2% | $145,897-68.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 13.56% | 61.31%-47.8pp | 64.84%-51.3pp | 552.29%-538.7pp |
| Employer contribution / active EE | $3,040 | $5,315-42.8% | $4,675-35.0% | $4,663-34.8% |
| Participant deferral / active EE | $5,410 | $6,467-16.3% | $5,631-3.9% | $6,689-19.1% |
| Admin fee / account holder | $214 | $19,275-98.9% | $15,885-98.7% | $13,390-98.4% |