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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 | $28,091 | $116,203-75.8% | $93,621-70.0% | $152,909-81.6% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.8%+4.2pp | 82.5%-2.5pp |
| Annual return | 32.23% | 35.96%-3.7pp | 32.76%-0.5pp | 345.46%-313.2pp |
| Employer contribution / active EE | $1,778 | $3,219-44.8% | $2,719-34.6% | $4,764-62.7% |
| Participant deferral / active EE | $8,052 | $4,605+74.9% | $4,070+97.9% | $5,851+37.6% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,601-100.0% |