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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 | $33,854 | $47,944-29.4% | $67,834-50.1% | $62,881-46.2% |
| Participation rate | 98.6% | 61.1%+37.5pp | 68.8%+29.8pp | 69.3%+29.3pp |
| Annual return | 14.45% | 11.77%+2.7pp | 138.47%-124.0pp | 20.14%-5.7pp |
| Employer contribution / active EE | $4,172 | $1,562+167.1% | $2,403+73.6% | $2,281+82.9% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $257 | $3,712-93.1% | $4,622-94.4% | $4,296-94.0% |