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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 | $18,321 | $45,152-59.4% | $73,835-75.2% | $59,633-69.3% |
| Participation rate | 71.4% | 64.0%+7.4pp | 73.4%-2.0pp | 68.7%+2.8pp |
| Annual return | 0.34% | 27.40%-27.1pp | 2268.13%-2267.8pp | 2041.40%-2041.1pp |
| Employer contribution / active EE | $1,144 | $1,901-39.9% | $2,788-59.0% | $2,203-48.1% |
| Participant deferral / active EE | $1,662 | $2,573-35.4% | $3,583-53.6% | $3,192-47.9% |
| Admin fee / account holder | $228 | $3,515-93.5% | $4,880-95.3% | $4,297-94.7% |