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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 | $39,607 | $91,198-56.6% | $178,503-77.8% | $79,856-50.4% |
| Participation rate | 74.1% | 69.2%+4.9pp | 81.9%-7.9pp | 69.6%+4.4pp |
| Annual return | 18.46% | 24.20%-5.7pp | 151.12%-132.7pp | 31.71%-13.3pp |
| Employer contribution / active EE | $1,578 | $3,257-51.5% | $5,011-68.5% | $2,471-36.1% |
| Participant deferral / active EE | $0 | $3,237-100.0% | $5,202-100.0% | $3,741-100.0% |
| Admin fee / account holder | $174 | $6,748-97.4% | $13,987-98.8% | $5,306-96.7% |