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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 | $34,444 | $99,652-65.4% | $78,778-56.3% | $147,585-76.7% |
| Participation rate | 73.3% | 76.2%-2.9pp | 69.2%+4.1pp | 82.8%-9.5pp |
| Annual return | 9.42% | 47.28%-37.9pp | 35.62%-26.2pp | 578.58%-569.2pp |
| Employer contribution / active EE | $1,065 | $2,796-61.9% | $1,986-46.4% | $4,876-78.2% |
| Participant deferral / active EE | $1,310 | $3,664-64.2% | $2,958-55.7% | $5,439-75.9% |
| Admin fee / account holder | $1 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |