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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 | $30,615 | $183,516-83.3% | $155,534-80.3% | $145,884-79.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 14.74% | 61.43%-46.7pp | 64.92%-50.2pp | 551.85%-537.1pp |
| Employer contribution / active EE | $7,719 | $5,315+45.2% | $4,675+65.1% | $4,662+65.6% |
| Participant deferral / active EE | $5,841 | $6,467-9.7% | $5,630+3.7% | $6,690-12.7% |
| Admin fee / account holder | $213 | $19,293-98.9% | $15,900-98.7% | $13,392-98.4% |