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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 | $3,502 | $22,602-84.5% | $65,583-94.7% | $75,177-95.3% |
| Participation rate | 86.8% | 63.1%+23.7pp | 65.0%+21.8pp | 67.2%+19.6pp |
| Annual return | 47.60% | 71.13%-23.5pp | 47.46%+0.1pp | 160.75%-113.2pp |
| Employer contribution / active EE | $899 | $941-4.4% | $1,692-46.9% | $2,671-66.3% |
| Participant deferral / active EE | $1,809 | $1,695+6.7% | $2,833-36.1% | $4,126-56.2% |
| Admin fee / account holder | $101 | $1,877-94.6% | $4,112-97.6% | $5,651-98.2% |