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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 | $32,306 | $102,385-68.4% | $147,080-78.0% | $80,935-60.1% |
| Participation rate | 76.7% | 75.9%+0.8pp | 82.2%-5.5pp | 67.7%+9.0pp |
| Annual return | 14.30% | 135.09%-120.8pp | 420.17%-405.9pp | 35.66%-21.4pp |
| Employer contribution / active EE | $2,272 | $3,717-38.9% | $4,933-53.9% | $2,757-17.6% |
| Participant deferral / active EE | $4,093 | $6,651-38.5% | $8,066-49.3% | $4,299-4.8% |
| Admin fee / account holder | $3 | $7,951-100.0% | $12,989-100.0% | $6,924-100.0% |