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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 | $52,205 | $58,311-10.5% | $81,882-36.2% | $80,959-35.5% |
| Participation rate | 74.2% | 63.5%+10.7pp | 72.4%+1.8pp | 67.7%+6.5pp |
| Annual return | 20.22% | 41.85%-21.6pp | 779.47%-759.3pp | 35.67%-15.4pp |
| Employer contribution / active EE | $1,321 | $2,347-43.7% | $2,916-54.7% | $2,757-52.1% |
| Participant deferral / active EE | $4,021 | $3,287+22.3% | $4,323-7.0% | $4,300-6.5% |
| Admin fee / account holder | $0 | $4,752-100.0% | $7,360-100.0% | $6,925-100.0% |