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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 | $100,139-58.4% | $85,187-51.2% | $145,884-71.5% |
| Participation rate | 76.9% | 74.1%+2.8pp | 67.5%+9.4pp | 80.3%-3.4pp |
| Annual return | 14.29% | 84.15%-69.9pp | 66.67%-52.4pp | 551.85%-537.6pp |
| Employer contribution / active EE | $775 | $3,238-76.1% | $2,732-71.6% | $4,662-83.4% |
| Participant deferral / active EE | $2,103 | $5,296-60.3% | $4,525-53.5% | $6,690-68.6% |
| Admin fee / account holder | $20 | $7,262-99.7% | $6,162-99.7% | $13,392-99.9% |