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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 | $19,783 | $107,030-81.5% | $73,550-73.1% | $147,586-86.6% |
| Participation rate | 88.2% | 66.4%+21.9pp | 54.9%+33.3pp | 82.8%+5.4pp |
| Annual return | 15.18% | 38.25%-23.1pp | -15.16%+30.3pp | 578.59%-563.4pp |
| Employer contribution / active EE | $319 | $1,760-81.9% | $1,219-73.8% | $4,876-93.5% |
| Participant deferral / active EE | $1,765 | $2,458-28.2% | $1,804-2.2% | $5,439-67.6% |
| Admin fee / account holder | $12 | $3,055-99.6% | $2,320-99.5% | $10,886-99.9% |