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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 | $74,657 | $157,304-52.5% | $141,197-47.1% | $152,909-51.2% |
| Participation rate | 70.8% | 84.8%-14.0pp | 82.5%-11.6pp | 82.5%-11.6pp |
| Annual return | 31.75% | 64.34%-32.6pp | 71.41%-39.7pp | 345.46%-313.7pp |
| Employer contribution / active EE | $1,717 | $5,263-67.4% | $4,736-63.7% | $4,764-64.0% |
| Participant deferral / active EE | $3,282 | $7,111-53.8% | $6,710-51.1% | $5,851-43.9% |
| Admin fee / account holder | $35 | $12,126-99.7% | $10,265-99.7% | $11,601-99.7% |