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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 | $43,974 | $103,008-57.3% | $90,304-51.3% | $152,897-71.2% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.5%+5.0pp |
| Annual return | 20.97% | 95.22%-74.3pp | 78.13%-57.2pp | 345.43%-324.5pp |
| Employer contribution / active EE | $522 | $3,139-83.4% | $2,855-81.7% | $4,764-89.0% |
| Participant deferral / active EE | $2,334 | $4,281-45.5% | $3,885-39.9% | $5,851-60.1% |
| Admin fee / account holder | $295 | $6,175-95.2% | $5,354-94.5% | $11,599-97.5% |