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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 | $78,706 | $157,304-50.0% | $141,197-44.3% | $152,909-48.5% |
| Participation rate | 78.9% | 84.8%-5.9pp | 82.5%-3.5pp | 82.5%-3.5pp |
| Annual return | 25.04% | 64.34%-39.3pp | 71.41%-46.4pp | 345.46%-320.4pp |
| Employer contribution / active EE | $3,516 | $5,263-33.2% | $4,736-25.8% | $4,764-26.2% |
| Participant deferral / active EE | $5,670 | $7,111-20.3% | $6,710-15.5% | $5,851-3.1% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |