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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 | $36,803 | $89,367-58.8% | $141,191-73.9% | $72,975-49.6% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.5%+6.4pp | 69.5%+19.4pp |
| Annual return | 22.81% | 111.87%-89.1pp | 71.41%-48.6pp | 81.01%-58.2pp |
| Employer contribution / active EE | $1,481 | $3,115-52.5% | $4,736-68.7% | $2,440-39.3% |
| Participant deferral / active EE | $3,267 | $5,419-39.7% | $6,710-51.3% | $3,608-9.4% |
| Admin fee / account holder | $45 | $5,957-99.2% | $10,264-99.6% | $5,124-99.1% |