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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 | $42,649 | $102,385-58.3% | $147,080-71.0% | $80,935-47.3% |
| Participation rate | 80.0% | 75.9%+4.1pp | 82.2%-2.2pp | 67.7%+12.3pp |
| Annual return | 14.32% | 135.09%-120.8pp | 420.17%-405.8pp | 35.66%-21.3pp |
| Employer contribution / active EE | $1,507 | $3,717-59.5% | $4,933-69.5% | $2,757-45.3% |
| Participant deferral / active EE | $2,963 | $6,651-55.4% | $8,066-63.3% | $4,299-31.1% |
| Admin fee / account holder | $158 | $7,951-98.0% | $12,989-98.8% | $6,924-97.7% |