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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 | $40,206 | $107,030-62.4% | $73,550-45.3% | $147,586-72.8% |
| Participation rate | 85.7% | 66.4%+19.3pp | 54.9%+30.8pp | 82.8%+2.9pp |
| Annual return | 20.11% | 38.25%-18.1pp | -15.16%+35.3pp | 578.59%-558.5pp |
| Employer contribution / active EE | $285 | $1,760-83.8% | $1,219-76.6% | $4,876-94.2% |
| Participant deferral / active EE | $2,667 | $2,458+8.5% | $1,804+47.8% | $5,439-51.0% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |