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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 | $64,316 | $95,975-33.0% | $74,549-13.7% | $135,379-52.5% |
| Participation rate | 80.0% | 75.7%+4.3pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | 1.71% | 56.96%-55.3pp | 32.53%-30.8pp | 519.79%-518.1pp |
| Employer contribution / active EE | $1,927 | $2,716-29.1% | $1,961-1.7% | $4,779-59.7% |
| Participant deferral / active EE | $6,976 | $3,844+81.5% | $3,108+124.5% | $5,609+24.4% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |