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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 | $33,265 | $81,664-59.3% | $70,476-52.8% | $158,966-79.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 25.48% | 208.59%-183.1pp | 109.12%-83.6pp | 302.95%-277.5pp |
| Employer contribution / active EE | $754 | $3,219-76.6% | $2,738-72.5% | $4,762-84.2% |
| Participant deferral / active EE | $7,449 | $4,556+63.5% | $3,710+100.8% | $5,983+24.5% |
| Admin fee / account holder | $104 | $6,197-98.3% | $3,847-97.3% | $11,250-99.1% |