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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 | $47,170 | $99,652-52.7% | $78,778-40.1% | $147,586-68.0% |
| Participation rate | 88.9% | 76.2%+12.7pp | 69.2%+19.7pp | 82.8%+6.1pp |
| Annual return | 11.18% | 47.28%-36.1pp | 35.62%-24.4pp | 578.59%-567.4pp |
| Employer contribution / active EE | $1,546 | $2,796-44.7% | $1,986-22.2% | $4,876-68.3% |
| Participant deferral / active EE | $4,874 | $3,664+33.0% | $2,958+64.7% | $5,439-10.4% |
| Admin fee / account holder | $198 | $7,155-97.2% | $5,134-96.1% | $10,886-98.2% |