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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 | $48,910 | $81,208-39.8% | $98,920-50.6% | $79,852-38.7% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 16.46% | 60.99%-44.5pp | 196.47%-180.0pp | 31.72%-15.3pp |
| Employer contribution / active EE | $761 | $1,960-61.2% | $2,689-71.7% | $2,471-69.2% |
| Participant deferral / active EE | $3,438 | $3,265+5.3% | $4,245-19.0% | $3,740-8.1% |
| Admin fee / account holder | $239 | $6,013-96.0% | $6,643-96.4% | $5,306-95.5% |