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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 | $69,463 | $115,814-40.0% | $101,275-31.4% | $158,982-56.3% |
| Participation rate | 87.0% | 79.4%+7.6pp | 75.8%+11.1pp | 82.0%+5.0pp |
| Annual return | 7.80% | 56.16%-48.4pp | 46.48%-38.7pp | 302.99%-295.2pp |
| Employer contribution / active EE | $1,021 | $4,176-75.5% | $3,660-72.1% | $4,763-78.6% |
| Participant deferral / active EE | $3,243 | $4,958-34.6% | $4,371-25.8% | $5,983-45.8% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |