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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 | $32,378 | $101,063-68.0% | $81,473-60.3% | $147,586-78.1% |
| Participation rate | 75.0% | 74.5%+0.5pp | 68.0%+7.0pp | 82.8%-7.8pp |
| Annual return | 23.66% | 32.41%-8.8pp | 38.78%-15.1pp | 578.59%-554.9pp |
| Employer contribution / active EE | $1,362 | $3,206-57.5% | $2,568-47.0% | $4,876-72.1% |
| Participant deferral / active EE | $4,389 | $4,242+3.5% | $3,537+24.1% | $5,439-19.3% |
| Admin fee / account holder | $5 | $5,812-99.9% | $4,561-99.9% | $10,886-100.0% |