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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 | $52,166 | $63,346-17.6% | $92,239-43.4% | $70,124-25.6% |
| Participation rate | 88.5% | 68.7%+19.8pp | 76.5%+12.0pp | 69.5%+18.9pp |
| Annual return | 17.61% | 530.19%-512.6pp | 176.29%-158.7pp | 73.14%-55.5pp |
| Employer contribution / active EE | $1,178 | $2,471-52.3% | $3,680-68.0% | $2,342-49.7% |
| Participant deferral / active EE | $3,093 | $2,854+8.4% | $3,897-20.6% | $3,332-7.2% |
| Admin fee / account holder | $41 | $3,841-98.9% | $5,194-99.2% | $4,645-99.1% |