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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 | $40,888 | $132,634-69.2% | $115,768-64.7% | $137,256-70.2% |
| Participation rate | 71.4% | 77.9%-6.4pp | 74.4%-3.0pp | 80.0%-8.5pp |
| Annual return | 14.84% | 160.70%-145.9pp | 100.46%-85.6pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,625 | $3,360-51.6% | $2,940-44.7% | $4,156-60.9% |
| Participant deferral / active EE | $4,445 | $5,619-20.9% | $4,917-9.6% | $6,407-30.6% |
| Admin fee / account holder | $158 | $15,028-98.9% | $12,439-98.7% | $12,270-98.7% |