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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 | $45,498 | $96,643-52.9% | $86,617-47.5% | $139,456-67.4% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 20.04% | 106.57%-86.5pp | 591.91%-571.9pp | 373.45%-353.4pp |
| Employer contribution / active EE | $626 | $3,264-80.8% | $3,023-79.3% | $4,753-86.8% |
| Participant deferral / active EE | $1,821 | $4,835-62.3% | $4,437-59.0% | $6,711-72.9% |
| Admin fee / account holder | $299 | $6,406-95.3% | $5,613-94.7% | $11,407-97.4% |