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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 | $34,882 | $124,346-71.9% | $111,308-68.7% | $167,536-79.2% |
| Participation rate | 88.9% | 79.6%+9.3pp | 77.3%+11.6pp | 82.1%+6.8pp |
| Annual return | 18.86% | 37.45%-18.6pp | 54.67%-35.8pp | 478.82%-460.0pp |
| Employer contribution / active EE | $843 | $3,437-75.5% | $2,732-69.2% | $4,839-82.6% |
| Participant deferral / active EE | $3,447 | $5,182-33.5% | $4,487-23.2% | $6,342-45.6% |
| Admin fee / account holder | $13 | $10,621-99.9% | $7,965-99.8% | $12,315-99.9% |