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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 | $42,537 | $183,539-76.8% | $155,556-72.7% | $145,897-70.8% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 9.86% | 61.31%-51.5pp | 64.84%-55.0pp | 552.29%-542.4pp |
| Employer contribution / active EE | $4,236 | $5,315-20.3% | $4,675-9.4% | $4,663-9.2% |
| Participant deferral / active EE | $2,936 | $6,467-54.6% | $5,631-47.8% | $6,689-56.1% |
| Admin fee / account holder | $263 | $19,275-98.6% | $15,885-98.3% | $13,390-98.0% |