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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 | $39,056 | $58,311-33.0% | $81,882-52.3% | $80,959-51.8% |
| Participation rate | 96.2% | 63.5%+32.7pp | 72.4%+23.8pp | 67.7%+28.5pp |
| Annual return | 16.82% | 41.85%-25.0pp | 779.47%-762.7pp | 35.67%-18.8pp |
| Employer contribution / active EE | $5,714 | $2,347+143.5% | $2,916+95.9% | $2,757+107.2% |
| Participant deferral / active EE | $6,844 | $3,287+108.2% | $4,323+58.3% | $4,300+59.1% |
| Admin fee / account holder | $0 | $4,752-100.0% | $7,360-100.0% | $6,925-100.0% |