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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 | $14,121 | $57,541-75.5% | $95,728-85.2% | $75,181-81.2% |
| Participation rate | 85.7% | 62.5%+23.2pp | 72.3%+13.5pp | 67.2%+18.5pp |
| Annual return | 107.21% | 34.93%+72.3pp | 28.40%+78.8pp | 160.69%-53.5pp |
| Employer contribution / active EE | $979 | $1,808-45.8% | $2,835-65.5% | $2,671-63.3% |
| Participant deferral / active EE | $1,619 | $3,074-47.3% | $4,245-61.9% | $4,126-60.8% |
| Admin fee / account holder | $74 | $4,099-98.2% | $5,673-98.7% | $5,650-98.7% |