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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 | $33,152 | $102,385-67.6% | $147,080-77.5% | $80,935-59.0% |
| Participation rate | 89.3% | 75.9%+13.4pp | 82.2%+7.1pp | 67.7%+21.6pp |
| Annual return | 23.32% | 135.09%-111.8pp | 420.17%-396.8pp | 35.66%-12.3pp |
| Employer contribution / active EE | $1,362 | $3,717-63.3% | $4,933-72.4% | $2,757-50.6% |
| Participant deferral / active EE | $8,143 | $6,651+22.4% | $8,066+1.0% | $4,299+89.4% |
| Admin fee / account holder | $256 | $7,951-96.8% | $12,989-98.0% | $6,924-96.3% |