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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 | $13,572 | $48,277-71.9% | $67,511-79.9% | $80,874-83.2% |
| Participation rate | 81.6% | 66.4%+15.2pp | 72.9%+8.7pp | 67.6%+13.9pp |
| Annual return | 14.42% | 18.27%-3.8pp | 3517.41%-3503.0pp | 35.62%-21.2pp |
| Employer contribution / active EE | $573 | $2,021-71.7% | $2,733-79.0% | $2,756-79.2% |
| Participant deferral / active EE | $1,208 | $2,926-58.7% | $4,000-69.8% | $4,297-71.9% |
| Admin fee / account holder | $256 | $3,687-93.1% | $3,999-93.6% | $6,935-96.3% |