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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 | $59,553 | $102,547-41.9% | $78,210-23.9% | $147,586-59.6% |
| Participation rate | 90.0% | 74.4%+15.6pp | 68.7%+21.3pp | 82.8%+7.2pp |
| Annual return | 18.80% | 51.08%-32.3pp | 40.90%-22.1pp | 578.59%-559.8pp |
| Employer contribution / active EE | $526 | $2,617-79.9% | $2,034-74.1% | $4,876-89.2% |
| Participant deferral / active EE | $2,178 | $3,481-37.4% | $2,823-22.8% | $5,439-59.9% |
| Admin fee / account holder | $11 | $5,059-99.8% | $3,758-99.7% | $10,886-99.9% |