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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 | $41,851 | $63,342-33.9% | $92,236-54.6% | $70,131-40.3% |
| Participation rate | 77.3% | 68.7%+8.6pp | 76.5%+0.8pp | 69.5%+7.7pp |
| Annual return | 0.00% | 530.15%-530.2pp | 176.29%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,288 | $2,471-7.4% | $3,679-37.8% | $2,342-2.3% |
| Participant deferral / active EE | $4,740 | $2,854+66.1% | $3,897+21.6% | $3,332+42.3% |
| Admin fee / account holder | $4 | $3,840-99.9% | $5,194-99.9% | $4,645-99.9% |