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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 | $36,852 | $99,652-63.0% | $78,778-53.2% | $147,586-75.0% |
| Participation rate | 70.6% | 76.2%-5.6pp | 69.2%+1.4pp | 82.8%-12.2pp |
| Annual return | 22.97% | 47.28%-24.3pp | 35.62%-12.7pp | 578.59%-555.6pp |
| Employer contribution / active EE | $1,056 | $2,796-62.2% | $1,986-46.8% | $4,876-78.4% |
| Participant deferral / active EE | $3,328 | $3,664-9.2% | $2,958+12.5% | $5,439-38.8% |
| Admin fee / account holder | $7 | $7,155-99.9% | $5,134-99.9% | $10,886-99.9% |