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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 | $41,361 | $102,385-59.6% | $147,080-71.9% | $80,935-48.9% |
| Participation rate | 81.1% | 75.9%+5.2pp | 82.2%-1.1pp | 67.7%+13.4pp |
| Annual return | 16.89% | 135.09%-118.2pp | 420.17%-403.3pp | 35.66%-18.8pp |
| Employer contribution / active EE | $1,158 | $3,717-68.8% | $4,933-76.5% | $2,757-58.0% |
| Participant deferral / active EE | $4,519 | $6,651-32.1% | $8,066-44.0% | $4,299+5.1% |
| Admin fee / account holder | $222 | $7,951-97.2% | $12,989-98.3% | $6,924-96.8% |