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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 | $32,862 | $99,652-67.0% | $78,778-58.3% | $147,586-77.7% |
| Participation rate | 78.3% | 76.2%+2.0pp | 69.2%+9.1pp | 82.8%-4.6pp |
| Annual return | 14.46% | 47.28%-32.8pp | 35.62%-21.2pp | 578.59%-564.1pp |
| Employer contribution / active EE | $490 | $2,796-82.5% | $1,986-75.3% | $4,876-90.0% |
| Participant deferral / active EE | $1,545 | $3,664-57.8% | $2,958-47.8% | $5,439-71.6% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |