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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 | $30,393 | $93,346-67.4% | $71,796-57.7% | $273,972-88.9% |
| Participation rate | 73.3% | 76.5%-3.2pp | 69.1%+4.2pp | 83.0%-9.7pp |
| Annual return | 2.09% | 130.39%-128.3pp | 78.04%-75.9pp | 41.46%-39.4pp |
| Employer contribution / active EE | $1,129 | $2,733-58.7% | $1,924-41.3% | $4,869-76.8% |
| Participant deferral / active EE | $1,383 | $3,475-60.2% | $2,794-50.5% | $5,287-73.8% |
| Admin fee / account holder | $272 | $6,571-95.9% | $4,815-94.4% | $10,133-97.3% |