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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 | $3,165 | $29,051-89.1% | $52,425-94.0% | $67,986-95.3% |
| Participation rate | 77.3% | 30.4%+46.8pp | 55.6%+21.6pp | 57.2%+20.1pp |
| Annual return | 21.58% | 24.00%-2.4pp | 302.12%-280.5pp | 31.67%-10.1pp |
| Employer contribution / active EE | $281 | $412-31.8% | $914-69.3% | $2,019-86.1% |
| Participant deferral / active EE | $547 | $873-37.3% | $1,790-69.4% | $3,358-83.7% |
| Admin fee / account holder | $37 | $2,113-98.2% | $2,495-98.5% | $3,203-98.8% |