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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 | $38,333 | $64,324-40.4% | $118,946-67.8% | $79,852-52.0% |
| Participation rate | 92.9% | 64.9%+28.0pp | 75.4%+17.5pp | 69.6%+23.2pp |
| Annual return | 13.80% | 86.45%-72.6pp | 35.89%-22.1pp | 31.72%-17.9pp |
| Employer contribution / active EE | $1,232 | $1,836-32.9% | $3,263-62.2% | $2,471-50.1% |
| Participant deferral / active EE | $2,991 | $2,824+5.9% | $4,266-29.9% | $3,740-20.0% |
| Admin fee / account holder | $19 | $4,040-99.5% | $6,581-99.7% | $5,306-99.6% |