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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 | $19,603 | $95,415-79.5% | $185,851-89.5% | $85,851-77.2% |
| Participation rate | 83.3% | 68.8%+14.6pp | 81.7%+1.6pp | 69.3%+14.0pp |
| Annual return | 18.79% | 23.59%-4.8pp | 122.11%-103.3pp | 318.63%-299.8pp |
| Employer contribution / active EE | $1,119 | $3,314-66.2% | $5,168-78.3% | $2,565-56.4% |
| Participant deferral / active EE | $2,628 | $3,424-23.2% | $5,569-52.8% | $3,952-33.5% |
| Admin fee / account holder | $162 | $7,215-97.8% | $16,245-99.0% | $6,261-97.4% |