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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 | $87,933 | $166,131-47.1% | $164,975-46.7% | $145,877-39.7% |
| Participation rate | 73.3% | 82.0%-8.7pp | 78.6%-5.3pp | 80.3%-7.0pp |
| Annual return | 21.86% | 100.37%-78.5pp | 70.12%-48.3pp | 551.28%-529.4pp |
| Employer contribution / active EE | $2,034 | $5,276-61.4% | $4,343-53.2% | $4,663-56.4% |
| Participant deferral / active EE | $7,401 | $6,962+6.3% | $6,033+22.7% | $6,691+10.6% |
| Admin fee / account holder | $20 | $16,648-99.9% | $12,688-99.8% | $13,402-99.8% |