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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 | $24,891-86.0% | $69,632-95.0% | $74,478-95.3% |
| Participation rate | 89.3% | 63.4%+25.9pp | 66.4%+22.9pp | 67.2%+22.1pp |
| Annual return | 14.52% | 18.53%-4.0pp | 101.32%-86.8pp | 1370.56%-1356.0pp |
| Employer contribution / active EE | $814 | $1,005-19.0% | $1,708-52.3% | $2,626-69.0% |
| Participant deferral / active EE | $1,334 | $1,908-30.1% | $2,889-53.8% | $4,350-69.3% |
| Admin fee / account holder | $189 | $1,904-90.1% | $4,695-96.0% | $1,946-90.3% |