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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 | $54,616 | $157,296-65.3% | $141,191-61.3% | $152,897-64.3% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 22.67% | 64.34%-41.7pp | 71.41%-48.7pp | 345.43%-322.8pp |
| Employer contribution / active EE | $2,129 | $5,262-59.5% | $4,736-55.0% | $4,764-55.3% |
| Participant deferral / active EE | $7,059 | $7,111-0.7% | $6,710+5.2% | $5,851+20.6% |
| Admin fee / account holder | $198 | $12,125-98.4% | $10,264-98.1% | $11,599-98.3% |