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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 | $49,640 | $157,296-68.4% | $141,191-64.8% | $152,897-67.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 35.95% | 64.34%-28.4pp | 71.41%-35.5pp | 345.43%-309.5pp |
| Employer contribution / active EE | $4,995 | $5,262-5.1% | $4,736+5.5% | $4,764+4.9% |
| Participant deferral / active EE | $10,984 | $7,111+54.5% | $6,710+63.7% | $5,851+87.7% |
| Admin fee / account holder | $148 | $12,125-98.8% | $10,264-98.6% | $11,599-98.7% |