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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 | $39,618 | $148,623-73.3% | $135,974-70.9% | $139,466-71.6% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.6pp |
| Annual return | 21.97% | 79.30%-57.3pp | 68.30%-46.3pp | 373.66%-351.7pp |
| Employer contribution / active EE | $2,846 | $5,246-45.7% | $4,859-41.4% | $4,754-40.1% |
| Participant deferral / active EE | $6,366 | $8,103-21.4% | $7,760-18.0% | $6,712-5.2% |
| Admin fee / account holder | $150 | $12,406-98.8% | $10,767-98.6% | $11,409-98.7% |