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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 | $52,933 | $81,446-35.0% | $103,374-48.8% | $80,874-34.5% |
| Participation rate | 92.6% | 66.9%+25.7pp | 74.5%+18.1pp | 67.6%+24.9pp |
| Annual return | 115.66% | 25.57%+90.1pp | 24.89%+90.8pp | 35.62%+80.0pp |
| Employer contribution / active EE | $1,242 | $3,107-60.0% | $3,869-67.9% | $2,756-54.9% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $88 | $6,715-98.7% | $8,394-99.0% | $6,935-98.7% |