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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 | $54,657 | $132,099-58.6% | $115,599-52.7% | $138,895-60.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 16.90% | 176.76%-159.9pp | 111.10%-94.2pp | 145.39%-128.5pp |
| Employer contribution / active EE | $1,002 | $3,416-70.7% | $2,955-66.1% | $4,194-76.1% |
| Participant deferral / active EE | $3,312 | $5,617-41.0% | $4,889-32.3% | $6,396-48.2% |
| Admin fee / account holder | $218 | $15,650-98.6% | $12,841-98.3% | $12,562-98.3% |