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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 | $38,931 | $101,063-61.5% | $81,473-52.2% | $147,586-73.6% |
| Participation rate | 75.0% | 74.5%+0.5pp | 68.0%+7.0pp | 82.8%-7.8pp |
| Annual return | 26.94% | 32.41%-5.5pp | 38.78%-11.8pp | 578.59%-551.7pp |
| Employer contribution / active EE | $1,171 | $3,206-63.5% | $2,568-54.4% | $4,876-76.0% |
| Participant deferral / active EE | $5,451 | $4,242+28.5% | $3,537+54.1% | $5,439+0.2% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |