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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 | $54,393 | $157,304-65.4% | $141,197-61.5% | $152,909-64.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.28% | 64.34%-37.1pp | 71.41%-44.1pp | 345.46%-318.2pp |
| Employer contribution / active EE | $1,729 | $5,263-67.2% | $4,736-63.5% | $4,764-63.7% |
| Participant deferral / active EE | $5,074 | $7,111-28.6% | $6,710-24.4% | $5,851-13.3% |
| Admin fee / account holder | $229 | $12,126-98.1% | $10,265-97.8% | $11,601-98.0% |