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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 | $63,961 | $176,838-63.8% | $146,685-56.4% | $167,518-61.8% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 15.18% | 24.04%-8.9pp | 22.75%-7.6pp | 478.71%-463.5pp |
| Employer contribution / active EE | $2,511 | $5,161-51.3% | $4,137-39.3% | $4,838-48.1% |
| Participant deferral / active EE | $8,794 | $6,441+36.5% | $5,507+59.7% | $6,342+38.7% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,312-100.0% |