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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 | $22,450 | $103,038-78.2% | $90,324-75.1% | $152,909-85.3% |
| Participation rate | 73.3% | 75.9%-2.5pp | 73.3%+0.1pp | 82.5%-9.1pp |
| Annual return | 24.14% | 95.25%-71.1pp | 78.15%-54.0pp | 345.46%-321.3pp |
| Employer contribution / active EE | $590 | $3,141-81.2% | $2,856-79.3% | $4,764-87.6% |
| Participant deferral / active EE | $800 | $4,282-81.3% | $3,885-79.4% | $5,851-86.3% |
| Admin fee / account holder | $152 | $6,177-97.5% | $5,356-97.2% | $11,601-98.7% |