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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 | $46,799 | $108,911-57.0% | $100,392-53.4% | $145,884-67.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.21% | 58.23%-44.0pp | 49.45%-35.2pp | 551.85%-537.6pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,984 | $8,459-17.4% | $8,090-13.7% | $6,690+4.4% |
| Admin fee / account holder | $189 | $9,698-98.1% | $7,904-97.6% | $13,392-98.6% |