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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 | $49,686 | $103,038-51.8% | $90,324-45.0% | $152,909-67.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 26.42% | 95.25%-68.8pp | 78.15%-51.7pp | 345.46%-319.0pp |
| Employer contribution / active EE | $866 | $3,141-72.4% | $2,856-69.7% | $4,764-81.8% |
| Participant deferral / active EE | $7,445 | $4,282+73.9% | $3,885+91.6% | $5,851+27.2% |
| Admin fee / account holder | $72 | $6,177-98.8% | $5,356-98.7% | $11,601-99.4% |