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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 | $72,153 | $166,131-56.6% | $164,975-56.3% | $145,877-50.5% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.6%-0.8pp | 80.3%-2.5pp |
| Annual return | 13.80% | 100.37%-86.6pp | 70.12%-56.3pp | 551.28%-537.5pp |
| Employer contribution / active EE | $2,379 | $5,276-54.9% | $4,343-45.2% | $4,663-49.0% |
| Participant deferral / active EE | $5,856 | $6,962-15.9% | $6,033-2.9% | $6,691-12.5% |
| Admin fee / account holder | $49 | $16,648-99.7% | $12,688-99.6% | $13,402-99.6% |