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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 | $8,207 | $58,258-85.9% | $81,820-90.0% | $80,925-89.9% |
| Participation rate | 97.6% | 63.5%+34.1pp | 72.4%+25.2pp | 67.7%+29.9pp |
| Annual return | 14.27% | 41.76%-27.5pp | 777.93%-763.7pp | 35.65%-21.4pp |
| Employer contribution / active EE | $711 | $2,345-69.7% | $2,915-75.6% | $2,756-74.2% |
| Participant deferral / active EE | $2,821 | $3,284-14.1% | $4,323-34.7% | $4,299-34.4% |
| Admin fee / account holder | $34 | $4,976-99.3% | $7,391-99.5% | $6,940-99.5% |