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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 | $41,024 | $99,652-58.8% | $78,778-47.9% | $147,586-72.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 18.15% | 47.28%-29.1pp | 35.62%-17.5pp | 578.59%-560.4pp |
| Employer contribution / active EE | $762 | $2,796-72.8% | $1,986-61.6% | $4,876-84.4% |
| Participant deferral / active EE | $952 | $3,664-74.0% | $2,958-67.8% | $5,439-82.5% |
| Admin fee / account holder | $62 | $7,155-99.1% | $5,134-98.8% | $10,886-99.4% |