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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 | $42,444 | $162,821-73.9% | $133,978-68.3% | $158,982-73.3% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 20.25% | 41.95%-21.7pp | 45.10%-24.9pp | 302.99%-282.7pp |
| Employer contribution / active EE | $1,965 | $4,976-60.5% | $3,919-49.9% | $4,763-58.7% |
| Participant deferral / active EE | $5,066 | $5,910-14.3% | $5,047+0.4% | $5,983-15.3% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |