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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 | $44,576 | $157,296-71.7% | $141,191-68.4% | $152,897-70.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 26.68% | 64.34%-37.7pp | 71.41%-44.7pp | 345.43%-318.8pp |
| Employer contribution / active EE | $3,363 | $5,262-36.1% | $4,736-29.0% | $4,764-29.4% |
| Participant deferral / active EE | $6,409 | $7,111-9.9% | $6,710-4.5% | $5,851+9.5% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |