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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 | $30,339 | $101,063-70.0% | $81,473-62.8% | $147,585-79.4% |
| Participation rate | 93.3% | 74.5%+18.9pp | 68.0%+25.4pp | 82.8%+10.5pp |
| Annual return | 19.75% | 32.41%-12.7pp | 38.78%-19.0pp | 578.58%-558.8pp |
| Employer contribution / active EE | $1,651 | $3,206-48.5% | $2,568-35.7% | $4,876-66.1% |
| Participant deferral / active EE | $2,808 | $4,242-33.8% | $3,537-20.6% | $5,439-48.4% |
| Admin fee / account holder | $58 | $5,812-99.0% | $4,561-98.7% | $10,886-99.5% |