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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 | $48,571 | $108,897-55.4% | $100,378-51.6% | $145,877-66.7% |
| Participation rate | 88.9% | 83.0%+5.9pp | 81.5%+7.4pp | 80.3%+8.6pp |
| Annual return | 16.16% | 58.17%-42.0pp | 49.41%-33.3pp | 551.28%-535.1pp |
| Employer contribution / active EE | $1,177 | $4,420-73.4% | $3,942-70.2% | $4,663-74.8% |
| Participant deferral / active EE | $3,798 | $8,455-55.1% | $8,087-53.0% | $6,691-43.2% |
| Admin fee / account holder | $170 | $9,690-98.2% | $7,899-97.8% | $13,402-98.7% |