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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 | $77,411 | $148,629-47.9% | $135,982-43.1% | $139,487-44.5% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 20.29% | 79.33%-59.0pp | 68.32%-48.0pp | 373.84%-353.6pp |
| Employer contribution / active EE | $1,271 | $5,247-75.8% | $4,859-73.8% | $4,755-73.3% |
| Participant deferral / active EE | $5,534 | $8,102-31.7% | $7,760-28.7% | $6,713-17.6% |
| Admin fee / account holder | $22 | $12,406-99.8% | $10,767-99.8% | $11,407-99.8% |