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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 | $47,685 | $157,296-69.7% | $141,191-66.2% | $152,897-68.8% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 23.33% | 64.34%-41.0pp | 71.41%-48.1pp | 345.43%-322.1pp |
| Employer contribution / active EE | $1,589 | $5,262-69.8% | $4,736-66.4% | $4,764-66.6% |
| Participant deferral / active EE | $6,248 | $7,111-12.1% | $6,710-6.9% | $5,851+6.8% |
| Admin fee / account holder | $91 | $12,125-99.2% | $10,264-99.1% | $11,599-99.2% |