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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 | $31,463 | $62,589-49.7% | $76,768-59.0% | $64,173-51.0% |
| Participation rate | 80.5% | 72.8%+7.7pp | 77.0%+3.5pp | 69.6%+10.9pp |
| Annual return | 201.32% | -1.95%+203.3pp | 2.43%+198.9pp | 7.63%+193.7pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,048 | $3,145+155.9% | $3,852+108.9% | $3,470+131.9% |
| Admin fee / account holder | $243 | $4,667-94.8% | $6,675-96.4% | $4,887-95.0% |