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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 | $38,539 | $232,540-83.4% | $185,117-79.2% | $147,586-73.9% |
| Participation rate | 83.3% | 82.4%+1.0pp | 77.3%+6.1pp | 82.8%+0.5pp |
| Annual return | 24.97% | 43.03%-18.1pp | 40.50%-15.5pp | 578.59%-553.6pp |
| Employer contribution / active EE | $1,387 | $5,195-73.3% | $4,182-66.8% | $4,876-71.6% |
| Participant deferral / active EE | $4,686 | $5,834-19.7% | $5,045-7.1% | $5,439-13.8% |
| Admin fee / account holder | $2 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |