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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 | $33,384 | $29,733+12.3% | $56,025-40.4% | $80,959-58.8% |
| Participation rate | 90.9% | 41.7%+49.2pp | 52.5%+38.4pp | 67.7%+23.2pp |
| Annual return | 12.09% | 35.28%-23.2pp | 1712.69%-1700.6pp | 35.67%-23.6pp |
| Employer contribution / active EE | $2,920 | $672+334.7% | $1,042+180.3% | $2,757+5.9% |
| Participant deferral / active EE | $2,363 | $1,229+92.2% | $1,955+20.9% | $4,300-45.1% |
| Admin fee / account holder | $243 | $2,434-90.0% | $2,828-91.4% | $6,925-96.5% |