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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 | $32,753 | $148,623-78.0% | $135,974-75.9% | $139,466-76.5% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 31.52% | 79.30%-47.8pp | 68.30%-36.8pp | 373.66%-342.1pp |
| Employer contribution / active EE | $3,451 | $5,246-34.2% | $4,859-29.0% | $4,754-27.4% |
| Participant deferral / active EE | $7,016 | $8,103-13.4% | $7,760-9.6% | $6,712+4.5% |
| Admin fee / account holder | $216 | $12,406-98.3% | $10,767-98.0% | $11,409-98.1% |