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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 | $29,532 | $77,908-62.1% | $149,696-80.3% | $75,173-60.7% |
| Participation rate | 95.3% | 65.6%+29.8pp | 78.8%+16.6pp | 67.2%+28.1pp |
| Annual return | 26.26% | 31.73%-5.5pp | 134.46%-108.2pp | 160.72%-134.5pp |
| Employer contribution / active EE | $1,113 | $3,138-64.5% | $4,821-76.9% | $2,671-58.3% |
| Participant deferral / active EE | $6,528 | $3,411+91.4% | $5,682+14.9% | $4,126+58.2% |
| Admin fee / account holder | $39 | $5,950-99.3% | $13,212-99.7% | $5,651-99.3% |