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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 | $23,621 | $100,073-76.4% | $85,126-72.3% | $145,877-83.8% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.9pp |
| Annual return | 18.57% | 84.11%-65.5pp | 66.63%-48.1pp | 551.28%-532.7pp |
| Employer contribution / active EE | $1,518 | $3,236-53.1% | $2,731-44.4% | $4,663-67.4% |
| Participant deferral / active EE | $5,382 | $5,294+1.7% | $4,523+19.0% | $6,691-19.6% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |