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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 | $26,980 | $157,296-82.8% | $141,191-80.9% | $152,897-82.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 17.87% | 64.34%-46.5pp | 71.41%-53.5pp | 345.43%-327.6pp |
| Employer contribution / active EE | $1,404 | $5,262-73.3% | $4,736-70.3% | $4,764-70.5% |
| Participant deferral / active EE | $4,718 | $7,111-33.6% | $6,710-29.7% | $5,851-19.4% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |