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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 | $70,160 | $103,000-31.9% | $90,300-22.3% | $152,885-54.1% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.8pp | 82.5%-11.0pp |
| Annual return | 15.08% | 95.19%-80.1pp | 78.11%-63.0pp | 345.39%-330.3pp |
| Employer contribution / active EE | $5,609 | $3,138+78.7% | $2,854+96.5% | $4,763+17.8% |
| Participant deferral / active EE | $5,874 | $4,281+37.2% | $3,884+51.2% | $5,851+0.4% |
| Admin fee / account holder | $26 | $6,173-99.6% | $5,353-99.5% | $11,598-99.8% |