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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 | $42,996 | $183,592-76.6% | $155,574-72.4% | $145,877-70.5% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 10.50% | 61.37%-50.9pp | 64.87%-54.4pp | 551.28%-540.8pp |
| Employer contribution / active EE | $2,072 | $5,317-61.0% | $4,676-55.7% | $4,663-55.6% |
| Participant deferral / active EE | $3,929 | $6,466-39.2% | $5,629-30.2% | $6,691-41.3% |
| Admin fee / account holder | $221 | $19,316-98.9% | $15,914-98.6% | $13,402-98.4% |