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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 | $37,106 | $99,652-62.8% | $78,778-52.9% | $147,586-74.9% |
| Participation rate | 73.7% | 76.2%-2.5pp | 69.2%+4.5pp | 82.8%-9.1pp |
| Annual return | 27.70% | 47.28%-19.6pp | 35.62%-7.9pp | 578.59%-550.9pp |
| Employer contribution / active EE | $412 | $2,796-85.3% | $1,986-79.3% | $4,876-91.6% |
| Participant deferral / active EE | $4,421 | $3,664+20.7% | $2,958+49.4% | $5,439-18.7% |
| Admin fee / account holder | $199 | $7,155-97.2% | $5,134-96.1% | $10,886-98.2% |