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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 | $5,756 | $29,319-80.4% | $52,425-89.0% | $82,448-93.0% |
| Participation rate | 72.5% | 46.9%+25.6pp | 55.6%+16.9pp | 68.1%+4.4pp |
| Annual return | 22.47% | 535.20%-512.7pp | 302.12%-279.7pp | 41.64%-19.2pp |
| Employer contribution / active EE | $632 | $586+7.7% | $914-30.9% | $2,551-75.2% |
| Participant deferral / active EE | $1,191 | $1,171+1.7% | $1,790-33.5% | $4,139-71.2% |
| Admin fee / account holder | $295 | $1,962-84.9% | $2,495-88.2% | $7,234-95.9% |