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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 | $53,567 | $90,486-40.8% | $78,676-31.9% | $273,972-80.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 2.96% | 75.62%-72.7pp | 62.19%-59.2pp | 41.46%-38.5pp |
| Employer contribution / active EE | $1,461 | $3,175-54.0% | $2,850-48.7% | $4,869-70.0% |
| Participant deferral / active EE | $5,856 | $3,901+50.1% | $3,517+66.5% | $5,287+10.8% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |