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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 | $23,868 | $93,589-74.5% | $135,942-82.4% | $75,181-68.3% |
| Participation rate | 85.3% | 75.2%+10.1pp | 81.9%+3.4pp | 67.2%+18.1pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.28%-68.3pp | 160.69%-160.7pp |
| Employer contribution / active EE | $2,185 | $3,537-38.2% | $4,858-55.0% | $2,671-18.2% |
| Participant deferral / active EE | $4,734 | $6,405-26.1% | $7,759-39.0% | $4,126+14.7% |
| Admin fee / account holder | $229 | $6,977-96.7% | $10,764-97.9% | $5,650-96.0% |