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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 | $42,488 | $157,296-73.0% | $141,191-69.9% | $152,897-72.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 27.42% | 64.34%-36.9pp | 71.41%-44.0pp | 345.43%-318.0pp |
| Employer contribution / active EE | $1,523 | $5,262-71.1% | $4,736-67.9% | $4,764-68.0% |
| Participant deferral / active EE | $10,389 | $7,111+46.1% | $6,710+54.8% | $5,851+77.6% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |