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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 | $5,179 | $29,736-82.6% | $56,033-90.8% | $80,935-93.6% |
| Participation rate | 82.4% | 41.7%+40.7pp | 52.5%+29.9pp | 67.7%+14.8pp |
| Annual return | 14.09% | 35.28%-21.2pp | 1711.38%-1697.3pp | 35.66%-21.6pp |
| Employer contribution / active EE | $304 | $671-54.7% | $1,041-70.8% | $2,757-89.0% |
| Participant deferral / active EE | $1,193 | $1,228-2.8% | $1,954-38.9% | $4,299-72.2% |
| Admin fee / account holder | $190 | $2,434-92.2% | $2,827-93.3% | $6,924-97.3% |