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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 | $20,328 | $133,998-84.8% | $112,263-81.9% | $134,545-84.9% |
| Participation rate | 76.5% | 78.6%-2.1pp | 75.1%+1.4pp | 81.2%-4.8pp |
| Annual return | 0.00% | 47.17%-47.2pp | 27.49%-27.5pp | 418.37%-418.4pp |
| Employer contribution / active EE | $3,161 | $4,040-21.8% | $3,636-13.1% | $4,742-33.3% |
| Participant deferral / active EE | $8,861 | $5,292+67.4% | $4,729+87.4% | $6,401+38.4% |
| Admin fee / account holder | $196 | $7,493-97.4% | $6,410-96.9% | $11,431-98.3% |