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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 | $62,404 | $91,167-31.5% | $178,498-65.0% | $79,858-21.9% |
| Participation rate | 87.9% | 69.2%+18.7pp | 81.9%+6.0pp | 69.6%+18.2pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.09%-151.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $907 | $3,255-72.2% | $5,011-81.9% | $2,471-63.3% |
| Participant deferral / active EE | $937 | $3,236-71.0% | $5,202-82.0% | $3,740-75.0% |
| Admin fee / account holder | $278 | $6,747-95.9% | $13,985-98.0% | $5,306-94.8% |