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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 | $9,173 | $29,733-69.1% | $56,025-83.6% | $80,959-88.7% |
| Participation rate | 92.3% | 41.7%+50.6pp | 52.5%+39.8pp | 67.7%+24.6pp |
| Annual return | 13.47% | 35.28%-21.8pp | 1712.69%-1699.2pp | 35.67%-22.2pp |
| Employer contribution / active EE | $242 | $672-63.9% | $1,042-76.7% | $2,757-91.2% |
| Participant deferral / active EE | $1,296 | $1,229+5.4% | $1,955-33.7% | $4,300-69.9% |
| Admin fee / account holder | $206 | $2,434-91.6% | $2,828-92.7% | $6,925-97.0% |