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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 | $32,381 | $63,346-48.9% | $92,240-64.9% | $70,126-53.8% |
| Participation rate | 72.5% | 68.7%+3.9pp | 76.5%-3.9pp | 69.5%+3.0pp |
| Annual return | 13.36% | 530.19%-516.8pp | 176.29%-162.9pp | 73.15%-59.8pp |
| Employer contribution / active EE | $1,498 | $2,471-39.4% | $3,680-59.3% | $2,343-36.0% |
| Participant deferral / active EE | $2,147 | $2,854-24.8% | $3,897-44.9% | $3,332-35.6% |
| Admin fee / account holder | $167 | $3,841-95.7% | $5,194-96.8% | $4,645-96.4% |