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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 | $43,535 | $183,539-76.3% | $155,556-72.0% | $145,897-70.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 14.85% | 61.31%-46.5pp | 64.84%-50.0pp | 552.29%-537.4pp |
| Employer contribution / active EE | $2,897 | $5,315-45.5% | $4,675-38.0% | $4,663-37.9% |
| Participant deferral / active EE | $3,710 | $6,467-42.6% | $5,631-34.1% | $6,689-44.5% |
| Admin fee / account holder | $92 | $19,275-99.5% | $15,885-99.4% | $13,390-99.3% |