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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 | $27,475 | $132,634-79.3% | $115,768-76.3% | $137,256-80.0% |
| Participation rate | 73.7% | 77.9%-4.2pp | 74.4%-0.7pp | 80.0%-6.3pp |
| Annual return | 24.00% | 160.70%-136.7pp | 100.46%-76.5pp | 220.34%-196.3pp |
| Employer contribution / active EE | $2,118 | $3,360-36.9% | $2,940-27.9% | $4,156-49.0% |
| Participant deferral / active EE | $4,802 | $5,619-14.5% | $4,917-2.3% | $6,407-25.0% |
| Admin fee / account holder | $87 | $15,028-99.4% | $12,439-99.3% | $12,270-99.3% |