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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 | $27,354 | $110,551-75.3% | $80,741-66.1% | $167,536-83.7% |
| Participation rate | 83.3% | 64.0%+19.4pp | 54.2%+29.2pp | 82.1%+1.2pp |
| Annual return | 15.11% | 120.57%-105.5pp | 87.30%-72.2pp | 478.82%-463.7pp |
| Employer contribution / active EE | $169 | $1,543-89.1% | $1,160-85.5% | $4,839-96.5% |
| Participant deferral / active EE | $2,947 | $2,870+2.7% | $2,145+37.4% | $6,342-53.5% |
| Admin fee / account holder | $156 | $4,547-96.6% | $3,380-95.4% | $12,315-98.7% |