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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 | $35,624 | $70,684-49.6% | $169,397-79.0% | $75,177-52.6% |
| Participation rate | 71.2% | 64.8%+6.4pp | 77.2%-6.0pp | 67.2%+3.9pp |
| Annual return | 21.81% | 36.38%-14.6pp | 406.23%-384.4pp | 160.75%-138.9pp |
| Employer contribution / active EE | $962 | $2,211-56.5% | $4,013-76.0% | $2,671-64.0% |
| Participant deferral / active EE | $5,972 | $4,310+38.6% | $6,223-4.0% | $4,126+44.7% |
| Admin fee / account holder | $84 | $5,404-98.4% | $9,017-99.1% | $5,651-98.5% |