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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 | $19,309 | $52,519-63.2% | $155,789-87.6% | $59,633-67.6% |
| Participation rate | 88.9% | 61.7%+27.2pp | 76.1%+12.8pp | 68.7%+20.2pp |
| Annual return | 3.21% | 53.51%-50.3pp | 71.54%-68.3pp | 2041.45%-2038.2pp |
| Employer contribution / active EE | $2,359 | $1,589+48.5% | $3,839-38.5% | $2,203+7.1% |
| Participant deferral / active EE | $5,070 | $3,084+64.4% | $4,798+5.7% | $3,192+58.9% |
| Admin fee / account holder | $252 | $3,540-92.9% | $7,477-96.6% | $4,297-94.1% |