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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 | $35,028 | $107,030-67.3% | $73,550-52.4% | $147,586-76.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 18.73% | 38.25%-19.5pp | -15.16%+33.9pp | 578.59%-559.9pp |
| Employer contribution / active EE | $2,308 | $1,760+31.1% | $1,219+89.3% | $4,876-52.7% |
| Participant deferral / active EE | $5,268 | $2,458+114.3% | $1,804+192.0% | $5,439-3.1% |
| Admin fee / account holder | $237 | $3,055-92.2% | $2,320-89.8% | $10,886-97.8% |