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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 | $41,123 | $115,814-64.5% | $101,275-59.4% | $158,982-74.1% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 21.60% | 56.16%-34.6pp | 46.48%-24.9pp | 302.99%-281.4pp |
| Employer contribution / active EE | $3,262 | $4,176-21.9% | $3,660-10.9% | $4,763-31.5% |
| Participant deferral / active EE | $7,692 | $4,958+55.1% | $4,371+76.0% | $5,983+28.6% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |