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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 | $3,492 | $24,811-85.9% | $69,701-95.0% | $74,546-95.3% |
| Participation rate | 89.3% | 63.5%+25.8pp | 66.4%+22.9pp | 67.2%+22.1pp |
| Annual return | 14.52% | 18.53%-4.0pp | 100.32%-85.8pp | 1366.03%-1351.5pp |
| Employer contribution / active EE | $814 | $1,003-18.8% | $1,713-52.5% | $2,624-69.0% |
| Participant deferral / active EE | $1,334 | $1,904-30.0% | $2,887-53.8% | $4,347-69.3% |
| Admin fee / account holder | $189 | $1,898-90.0% | $4,717-96.0% | $1,944-90.3% |