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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 | $41,639 | $131,835-68.4% | $108,582-61.7% | $273,972-84.8% |
| Participation rate | 93.3% | 83.5%+9.9pp | 79.6%+13.8pp | 83.0%+10.3pp |
| Annual return | 84.16% | -91.57%+175.7pp | -51.70%+135.9pp | 41.46%+42.7pp |
| Employer contribution / active EE | $3,045 | $4,913-38.0% | $3,758-19.0% | $4,869-37.5% |
| Participant deferral / active EE | $3,897 | $5,127-24.0% | $4,311-9.6% | $5,287-26.3% |
| Admin fee / account holder | $18 | $10,253-99.8% | $7,645-99.8% | $10,133-99.8% |