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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 | $30,687 | $53,128-42.2% | $86,582-64.6% | $70,126-56.2% |
| Participation rate | 75.0% | 65.3%+9.7pp | 73.5%+1.5pp | 69.5%+5.5pp |
| Annual return | 23.48% | 27.66%-4.2pp | 965.08%-941.6pp | 73.15%-49.7pp |
| Employer contribution / active EE | $400 | $2,068-80.7% | $2,839-85.9% | $2,343-82.9% |
| Participant deferral / active EE | $1,315 | $2,695-51.2% | $3,609-63.6% | $3,332-60.5% |
| Admin fee / account holder | $0 | $3,584-100.0% | $4,904-100.0% | $4,645-100.0% |