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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 | $69,624 | $166,131-58.1% | $164,975-57.8% | $145,877-52.3% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 10.26% | 100.37%-90.1pp | 70.12%-59.9pp | 551.28%-541.0pp |
| Employer contribution / active EE | $1,459 | $5,276-72.3% | $4,343-66.4% | $4,663-68.7% |
| Participant deferral / active EE | $5,909 | $6,962-15.1% | $6,033-2.1% | $6,691-11.7% |
| Admin fee / account holder | $297 | $16,648-98.2% | $12,688-97.7% | $13,402-97.8% |