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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 | $23,885 | $60,119-60.3% | $90,430-73.6% | $79,858-70.1% |
| Participation rate | 73.5% | 65.0%+8.6pp | 72.7%+0.8pp | 69.6%+3.9pp |
| Annual return | 23.99% | 71.94%-47.9pp | 1293.73%-1269.7pp | 31.72%-7.7pp |
| Employer contribution / active EE | $1,434 | $2,068-30.6% | $3,262-56.0% | $2,471-42.0% |
| Participant deferral / active EE | $4,392 | $2,938+49.5% | $3,963+10.8% | $3,740+17.4% |
| Admin fee / account holder | $174 | $3,976-95.6% | $5,613-96.9% | $5,306-96.7% |