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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 | $38,767 | $111,878-65.3% | $93,727-58.6% | $145,897-73.4% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 22.78% | 204.28%-181.5pp | 133.83%-111.1pp | 552.29%-529.5pp |
| Employer contribution / active EE | $577 | $3,092-81.3% | $2,421-76.2% | $4,663-87.6% |
| Participant deferral / active EE | $2,061 | $4,920-58.1% | $4,417-53.3% | $6,689-69.2% |
| Admin fee / account holder | $6 | $10,256-99.9% | $8,292-99.9% | $13,390-100.0% |