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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 | $52,421 | $168,635-68.9% | $147,617-64.5% | $125,389-58.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.20% | 77.65%-77.5pp | 61.98%-61.8pp | 282.24%-282.0pp |
| Employer contribution / active EE | $1,662 | $6,252-73.4% | $5,564-70.1% | $4,866-65.8% |
| Participant deferral / active EE | $5,140 | $5,507-6.7% | $4,895+5.0% | $5,352-3.9% |
| Admin fee / account holder | $198 | $13,580-98.5% | $11,612-98.3% | $9,541-97.9% |