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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 | $22,648 | $85,171-73.4% | $172,752-86.9% | $72,975-69.0% |
| Participation rate | 77.8% | 70.1%+7.7pp | 82.6%-4.9pp | 69.5%+8.3pp |
| Annual return | 22.94% | 27.32%-4.4pp | 802.97%-780.0pp | 81.01%-58.1pp |
| Employer contribution / active EE | $1,440 | $3,324-56.7% | $5,144-72.0% | $2,440-41.0% |
| Participant deferral / active EE | $2,807 | $3,260-13.9% | $5,198-46.0% | $3,608-22.2% |
| Admin fee / account holder | $144 | $5,880-97.5% | $13,955-99.0% | $5,124-97.2% |