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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 | $35,294 | $144,130-75.5% | $117,861-70.1% | $147,586-76.1% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 14.58% | 531.20%-516.6pp | 335.11%-320.5pp | 578.59%-564.0pp |
| Employer contribution / active EE | $2,121 | $4,897-56.7% | $3,786-44.0% | $4,876-56.5% |
| Participant deferral / active EE | $6,677 | $5,316+25.6% | $4,482+49.0% | $5,439+22.8% |
| Admin fee / account holder | $3 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |