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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 | $43,614 | $83,337-47.7% | $67,834-35.7% | $273,972-84.1% |
| Participation rate | 88.9% | 76.4%+12.5pp | 68.8%+20.1pp | 83.0%+5.9pp |
| Annual return | 8.76% | 259.45%-250.7pp | 138.47%-129.7pp | 41.46%-32.7pp |
| Employer contribution / active EE | $1,751 | $3,287-46.7% | $2,403-27.2% | $4,869-64.0% |
| Participant deferral / active EE | $2,334 | $4,088-42.9% | $3,160-26.1% | $5,287-55.9% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |