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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 | $45,646 | $183,592-75.1% | $155,574-70.7% | $145,877-68.7% |
| Participation rate | 73.7% | 82.7%-9.0pp | 78.2%-4.5pp | 80.3%-6.6pp |
| Annual return | 11.24% | 61.37%-50.1pp | 64.87%-53.6pp | 551.28%-540.0pp |
| Employer contribution / active EE | $2,333 | $5,317-56.1% | $4,676-50.1% | $4,663-50.0% |
| Participant deferral / active EE | $5,264 | $6,466-18.6% | $5,629-6.5% | $6,691-21.3% |
| Admin fee / account holder | $219 | $19,316-98.9% | $15,914-98.6% | $13,402-98.4% |