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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 | $183,539-76.6% | $155,556-72.4% | $145,897-70.5% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 10.50% | 61.31%-50.8pp | 64.84%-54.3pp | 552.29%-541.8pp |
| Employer contribution / active EE | $2,072 | $5,315-61.0% | $4,675-55.7% | $4,663-55.6% |
| Participant deferral / active EE | $3,929 | $6,467-39.2% | $5,631-30.2% | $6,689-41.3% |
| Admin fee / account holder | $221 | $19,275-98.9% | $15,885-98.6% | $13,390-98.4% |