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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 | $14,845 | $90,486-83.6% | $78,676-81.1% | $273,972-94.6% |
| Participation rate | 77.3% | 76.5%+0.8pp | 73.6%+3.7pp | 83.0%-5.7pp |
| Annual return | 3.45% | 75.62%-72.2pp | 62.19%-58.7pp | 41.46%-38.0pp |
| Employer contribution / active EE | $896 | $3,175-71.8% | $2,850-68.6% | $4,869-81.6% |
| Participant deferral / active EE | $955 | $3,901-75.5% | $3,517-72.8% | $5,287-81.9% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |