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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 | $42,366 | $98,760-57.1% | $149,715-71.7% | $79,858-46.9% |
| Participation rate | 97.2% | 75.8%+21.4pp | 82.5%+14.7pp | 69.6%+27.5pp |
| Annual return | 29.83% | 27.43%+2.4pp | 276.66%-246.8pp | 31.72%-1.9pp |
| Employer contribution / active EE | $1,389 | $3,217-56.8% | $4,645-70.1% | $2,471-43.8% |
| Participant deferral / active EE | $11,697 | $5,681+105.9% | $6,842+71.0% | $3,740+212.7% |
| Admin fee / account holder | $230 | $6,053-96.2% | $9,310-97.5% | $5,306-95.7% |