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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 | $47,446 | $168,635-71.9% | $147,617-67.9% | $125,389-62.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.88% | 77.65%-76.8pp | 61.98%-61.1pp | 282.24%-281.4pp |
| Employer contribution / active EE | $3,436 | $6,252-45.0% | $5,564-38.3% | $4,866-29.4% |
| Participant deferral / active EE | $7,122 | $5,507+29.3% | $4,895+45.5% | $5,352+33.1% |
| Admin fee / account holder | $160 | $13,580-98.8% | $11,612-98.6% | $9,541-98.3% |