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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 | $22,056 | $84,236-73.8% | $170,435-87.1% | $70,126-68.5% |
| Participation rate | 92.9% | 70.8%+22.0pp | 83.6%+9.3pp | 69.5%+23.3pp |
| Annual return | 54.62% | 23.06%+31.6pp | 205.94%-151.3pp | 73.15%-18.5pp |
| Employer contribution / active EE | $1,165 | $3,387-65.6% | $5,432-78.6% | $2,343-50.3% |
| Participant deferral / active EE | $4,626 | $3,086+49.9% | $4,939-6.3% | $3,332+38.8% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |