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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 | $37,870 | $131,835-71.3% | $108,582-65.1% | $273,972-86.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 77.65% | -91.57%+169.2pp | -51.70%+129.4pp | 41.46%+36.2pp |
| Employer contribution / active EE | $1,254 | $4,913-74.5% | $3,758-66.6% | $4,869-74.2% |
| Participant deferral / active EE | $5,296 | $5,127+3.3% | $4,311+22.9% | $5,287+0.2% |
| Admin fee / account holder | $28 | $10,253-99.7% | $7,645-99.6% | $10,133-99.7% |