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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 | $43,222 | $157,296-72.5% | $141,191-69.4% | $152,897-71.7% |
| Participation rate | 73.9% | 84.8%-10.9pp | 82.5%-8.6pp | 82.5%-8.5pp |
| Annual return | 28.05% | 64.34%-36.3pp | 71.41%-43.4pp | 345.43%-317.4pp |
| Employer contribution / active EE | $3,508 | $5,262-33.3% | $4,736-25.9% | $4,764-26.4% |
| Participant deferral / active EE | $7,960 | $7,111+11.9% | $6,710+18.6% | $5,851+36.0% |
| Admin fee / account holder | $125 | $12,125-99.0% | $10,264-98.8% | $11,599-98.9% |