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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 | $42,743 | $99,652-57.1% | $78,778-45.7% | $147,586-71.0% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.2%+16.5pp | 82.8%+2.9pp |
| Annual return | 15.84% | 47.28%-31.4pp | 35.62%-19.8pp | 578.59%-562.8pp |
| Employer contribution / active EE | $1,786 | $2,796-36.1% | $1,986-10.1% | $4,876-63.4% |
| Participant deferral / active EE | $1,555 | $3,664-57.6% | $2,958-47.4% | $5,439-71.4% |
| Admin fee / account holder | $61 | $7,155-99.1% | $5,134-98.8% | $10,886-99.4% |