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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 | $38,736 | $103,038-62.4% | $90,324-57.1% | $152,909-74.7% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 21.22% | 95.25%-74.0pp | 78.15%-56.9pp | 345.46%-324.2pp |
| Employer contribution / active EE | $914 | $3,141-70.9% | $2,856-68.0% | $4,764-80.8% |
| Participant deferral / active EE | $1,382 | $4,282-67.7% | $3,885-64.4% | $5,851-76.4% |
| Admin fee / account holder | $136 | $6,177-97.8% | $5,356-97.5% | $11,601-98.8% |