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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 | $17,750 | $85,171-79.2% | $172,753-89.7% | $72,976-75.7% |
| Participation rate | 97.8% | 70.1%+27.7pp | 82.6%+15.1pp | 69.5%+28.3pp |
| Annual return | 32.25% | 27.32%+4.9pp | 803.00%-770.8pp | 81.02%-48.8pp |
| Employer contribution / active EE | $2,094 | $3,324-37.0% | $5,144-59.3% | $2,440-14.2% |
| Participant deferral / active EE | $1,456 | $3,260-55.3% | $5,198-72.0% | $3,608-59.6% |
| Admin fee / account holder | $134 | $5,880-97.7% | $13,956-99.0% | $5,124-97.4% |