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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 | $35,754 | $95,664-62.6% | $76,902-53.5% | $139,487-74.4% |
| Participation rate | 85.7% | 74.0%+11.7pp | 69.6%+16.1pp | 80.3%+5.4pp |
| Annual return | 19.41% | 55.03%-35.6pp | 37.91%-18.5pp | 373.84%-354.4pp |
| Employer contribution / active EE | $1,308 | $3,147-58.4% | $2,534-48.4% | $4,755-72.5% |
| Participant deferral / active EE | $2,677 | $4,626-42.1% | $3,833-30.2% | $6,713-60.1% |
| Admin fee / account holder | $0 | $8,311-100.0% | $5,479-100.0% | $11,407-100.0% |