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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 | $55,011 | $99,652-44.8% | $78,778-30.2% | $147,586-62.7% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.2%+10.8pp | 82.8%-2.8pp |
| Annual return | 17.06% | 47.28%-30.2pp | 35.62%-18.6pp | 578.59%-561.5pp |
| Employer contribution / active EE | $1,000 | $2,796-64.2% | $1,986-49.6% | $4,876-79.5% |
| Participant deferral / active EE | $3,600 | $3,664-1.7% | $2,958+21.7% | $5,439-33.8% |
| Admin fee / account holder | $46 | $7,155-99.4% | $5,134-99.1% | $10,886-99.6% |