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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 | $12,659 | $45,872-72.4% | $77,100-83.6% | $68,490-81.5% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | 70.24% | 1.73%+68.5pp | 42.35%+27.9pp | -7.85%+78.1pp |
| Employer contribution / active EE | $788 | $1,650-52.2% | $2,815-72.0% | $2,597-69.6% |
| Participant deferral / active EE | $1,772 | $2,963-40.2% | $4,430-60.0% | $4,028-56.0% |
| Admin fee / account holder | $188 | $3,041-93.8% | $5,443-96.5% | $5,403-96.5% |