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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 | $46,326 | $107,363-56.9% | $92,909-50.1% | $152,897-69.7% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.5%-11.0pp |
| Annual return | 21.87% | 145.63%-123.8pp | 109.44%-87.6pp | 345.43%-323.6pp |
| Employer contribution / active EE | $2,761 | $4,222-34.6% | $3,653-24.4% | $4,764-42.0% |
| Participant deferral / active EE | $7,933 | $4,848+63.6% | $4,238+87.2% | $5,851+35.6% |
| Admin fee / account holder | $150 | $7,082-97.9% | $5,795-97.4% | $11,599-98.7% |