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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 | $30,904 | $157,296-80.4% | $141,191-78.1% | $152,897-79.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 32.08% | 64.34%-32.3pp | 71.41%-39.3pp | 345.43%-313.3pp |
| Employer contribution / active EE | $4,268 | $5,262-18.9% | $4,736-9.9% | $4,764-10.4% |
| Participant deferral / active EE | $11,472 | $7,111+61.3% | $6,710+71.0% | $5,851+96.1% |
| Admin fee / account holder | $20 | $12,125-99.8% | $10,264-99.8% | $11,599-99.8% |