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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 | $37,591 | $147,556-74.5% | $129,031-70.9% | $198,609-81.1% |
| Participation rate | 80.0% | 77.2%+2.8pp | 73.4%+6.6pp | 82.4%-2.4pp |
| Annual return | 92.78% | 37.41%+55.4pp | 34.67%+58.1pp | 202.70%-109.9pp |
| Employer contribution / active EE | $935 | $3,645-74.4% | $3,226-71.0% | $5,055-81.5% |
| Participant deferral / active EE | $1,848 | $5,760-67.9% | $5,217-64.6% | $6,977-73.5% |
| Admin fee / account holder | $0 | $15,467-100.0% | $13,208-100.0% | $19,030-100.0% |