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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 | $18,522 | $45,872-59.6% | $77,096-76.0% | $68,486-73.0% |
| Participation rate | 70.6% | 55.9%+14.7pp | 67.9%+2.7pp | 67.9%+2.7pp |
| Annual return | 150.09% | 1.73%+148.4pp | 42.35%+107.7pp | -7.85%+157.9pp |
| Employer contribution / active EE | $1,131 | $1,650-31.4% | $2,814-59.8% | $2,597-56.4% |
| Participant deferral / active EE | $1,423 | $2,963-52.0% | $4,429-67.9% | $4,028-64.7% |
| Admin fee / account holder | $253 | $3,041-91.7% | $5,428-95.3% | $5,404-95.3% |