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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 | $35,445 | $102,595-65.5% | $94,057-62.3% | $154,746-77.1% |
| Participation rate | 71.4% | 76.0%-4.6pp | 73.3%-1.9pp | 80.7%-9.3pp |
| Annual return | 21.05% | 583.42%-562.4pp | 480.62%-459.6pp | 172.34%-151.3pp |
| Employer contribution / active EE | $2,024 | $3,147-35.7% | $2,933-31.0% | $4,379-53.8% |
| Participant deferral / active EE | $7,476 | $5,118+46.1% | $4,709+58.7% | $6,730+11.1% |
| Admin fee / account holder | $72 | $7,736-99.1% | $7,244-99.0% | $14,365-99.5% |