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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 | $51,978 | $112,121-53.6% | $95,960-45.8% | $158,966-67.3% |
| Participation rate | 77.8% | 79.0%-1.2pp | 77.1%+0.7pp | 82.0%-4.2pp |
| Annual return | 7.41% | 171.16%-163.8pp | 91.63%-84.2pp | 302.95%-295.5pp |
| Employer contribution / active EE | $1,409 | $3,199-56.0% | $2,541-44.6% | $4,762-70.4% |
| Participant deferral / active EE | $3,077 | $4,784-35.7% | $4,167-26.2% | $5,983-48.6% |
| Admin fee / account holder | $23 | $10,135-99.8% | $6,797-99.7% | $11,250-99.8% |