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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 | $19,534 | $91,179-78.6% | $178,499-89.1% | $79,852-75.5% |
| Participation rate | 88.5% | 69.2%+19.3pp | 81.9%+6.5pp | 69.6%+18.8pp |
| Annual return | 18.23% | 24.19%-6.0pp | 151.10%-132.9pp | 31.72%-13.5pp |
| Employer contribution / active EE | $617 | $3,256-81.1% | $5,011-87.7% | $2,471-75.0% |
| Participant deferral / active EE | $2,092 | $3,236-35.4% | $5,202-59.8% | $3,740-44.1% |
| Admin fee / account holder | $6 | $6,749-99.9% | $13,986-100.0% | $5,306-99.9% |