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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 | $41,612 | $100,073-58.4% | $85,126-51.1% | $145,877-71.5% |
| Participation rate | 76.9% | 74.1%+2.8pp | 67.5%+9.4pp | 80.3%-3.4pp |
| Annual return | 14.29% | 84.11%-69.8pp | 66.63%-52.3pp | 551.28%-537.0pp |
| Employer contribution / active EE | $775 | $3,236-76.0% | $2,731-71.6% | $4,663-83.4% |
| Participant deferral / active EE | $2,103 | $5,294-60.3% | $4,523-53.5% | $6,691-68.6% |
| Admin fee / account holder | $20 | $7,261-99.7% | $6,160-99.7% | $13,402-99.9% |