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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 | $57,421 | $152,612-62.4% | $125,192-54.1% | $152,897-62.4% |
| Participation rate | 72.7% | 83.3%-10.6pp | 79.8%-7.1pp | 82.5%-9.7pp |
| Annual return | 24.26% | 54.85%-30.6pp | 43.79%-19.5pp | 345.43%-321.2pp |
| Employer contribution / active EE | $1,432 | $4,947-71.0% | $3,866-62.9% | $4,764-69.9% |
| Participant deferral / active EE | $2,762 | $5,868-52.9% | $4,937-44.1% | $5,851-52.8% |
| Admin fee / account holder | $222 | $13,437-98.4% | $9,704-97.7% | $11,599-98.1% |