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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 | $37,642 | $91,198-58.7% | $178,503-78.9% | $79,856-52.9% |
| Participation rate | 75.0% | 69.2%+5.8pp | 81.9%-6.9pp | 69.6%+5.4pp |
| Annual return | 18.31% | 24.20%-5.9pp | 151.12%-132.8pp | 31.71%-13.4pp |
| Employer contribution / active EE | $668 | $3,257-79.5% | $5,011-86.7% | $2,471-73.0% |
| Participant deferral / active EE | $1,848 | $3,237-42.9% | $5,202-64.5% | $3,741-50.6% |
| Admin fee / account holder | $60 | $6,748-99.1% | $13,987-99.6% | $5,306-98.9% |