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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 | $43,989 | $89,370-50.8% | $141,197-68.8% | $72,976-39.7% |
| Participation rate | 82.8% | 75.1%+7.6pp | 82.5%+0.3pp | 69.5%+13.3pp |
| Annual return | 25.67% | 111.88%-86.2pp | 71.41%-45.7pp | 81.02%-55.3pp |
| Employer contribution / active EE | $2,071 | $3,115-33.5% | $4,736-56.3% | $2,440-15.1% |
| Participant deferral / active EE | $3,378 | $5,419-37.7% | $6,710-49.7% | $3,608-6.4% |
| Admin fee / account holder | $0 | $5,957-100.0% | $10,265-100.0% | $5,124-100.0% |