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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 | $64,397 | $85,171-24.4% | $172,752-62.7% | $72,975-11.8% |
| Participation rate | 80.6% | 70.1%+10.5pp | 82.6%-2.1pp | 69.5%+11.1pp |
| Annual return | 25.17% | 27.32%-2.2pp | 802.97%-777.8pp | 81.01%-55.8pp |
| Employer contribution / active EE | $567 | $3,324-82.9% | $5,144-89.0% | $2,440-76.7% |
| Participant deferral / active EE | $2,384 | $3,260-26.9% | $5,198-54.1% | $3,608-33.9% |
| Admin fee / account holder | $190 | $5,880-96.8% | $13,955-98.6% | $5,124-96.3% |