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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 | $35,465 | $110,337-67.9% | $102,383-65.4% | $145,877-75.7% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 16.03% | 24.83%-8.8pp | 24.94%-8.9pp | 551.28%-535.3pp |
| Employer contribution / active EE | $1,770 | $4,216-58.0% | $3,870-54.3% | $4,663-62.0% |
| Participant deferral / active EE | $2,089 | $5,621-62.8% | $5,060-58.7% | $6,691-68.8% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |