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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 | $36,419 | $115,814-68.6% | $101,275-64.0% | $158,982-77.1% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 18.84% | 56.16%-37.3pp | 46.48%-27.6pp | 302.99%-284.2pp |
| Employer contribution / active EE | $1,876 | $4,176-55.1% | $3,660-48.8% | $4,763-60.6% |
| Participant deferral / active EE | $6,095 | $4,958+22.9% | $4,371+39.5% | $5,983+1.9% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |