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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 | $49,922 | $108,942-54.2% | $100,415-50.3% | $145,897-65.8% |
| Participation rate | 87.5% | 83.0%+4.5pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 26.30% | 58.27%-32.0pp | 49.47%-23.2pp | 552.29%-526.0pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $22,875 | $8,461+170.4% | $8,091+182.7% | $6,689+242.0% |
| Admin fee / account holder | $170 | $9,702-98.3% | $7,906-97.9% | $13,390-98.7% |