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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 | $166,268-58.1% | $165,100-57.8% | $145,897-52.3% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 10.26% | 100.52%-90.3pp | 70.21%-60.0pp | 552.29%-542.0pp |
| Employer contribution / active EE | $1,459 | $5,284-72.4% | $4,348-66.4% | $4,663-68.7% |
| Participant deferral / active EE | $5,909 | $6,964-15.2% | $6,035-2.1% | $6,689-11.7% |
| Admin fee / account holder | $297 | $16,659-98.2% | $12,696-97.7% | $13,390-97.8% |