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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 | $48,802 | $106,923-54.4% | $84,023-41.9% | $152,909-68.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 24.95% | 105.02%-80.1pp | 71.32%-46.4pp | 345.46%-320.5pp |
| Employer contribution / active EE | $761 | $2,735-72.2% | $1,984-61.6% | $4,764-84.0% |
| Participant deferral / active EE | $995 | $4,013-75.2% | $3,239-69.3% | $5,851-83.0% |
| Admin fee / account holder | $75 | $8,289-99.1% | $6,102-98.8% | $11,601-99.4% |