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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 | $59,374 | $93,346-36.4% | $71,796-17.3% | $273,972-78.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 4.91% | 130.39%-125.5pp | 78.04%-73.1pp | 41.46%-36.5pp |
| Employer contribution / active EE | $2,900 | $2,733+6.1% | $1,924+50.7% | $4,869-40.4% |
| Participant deferral / active EE | $1,322 | $3,475-62.0% | $2,794-52.7% | $5,287-75.0% |
| Admin fee / account holder | $3 | $6,571-99.9% | $4,815-99.9% | $10,133-100.0% |