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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 | $37,828 | $98,766-61.7% | $149,730-74.7% | $79,852-52.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 21.44% | 27.43%-6.0pp | 276.70%-255.3pp | 31.72%-10.3pp |
| Employer contribution / active EE | $1,652 | $3,217-48.6% | $4,645-64.4% | $2,471-33.1% |
| Participant deferral / active EE | $4,640 | $5,681-18.3% | $6,843-32.2% | $3,740+24.1% |
| Admin fee / account holder | $281 | $6,052-95.4% | $9,310-97.0% | $5,306-94.7% |