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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 | $14,711 | $44,850-67.2% | $60,547-75.7% | $59,633-75.3% |
| Participation rate | 71.2% | 59.5%+11.7pp | 68.0%+3.2pp | 68.7%+2.5pp |
| Annual return | 1.10% | 1074.14%-1073.0pp | 335.64%-334.5pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $529 | $1,462-63.8% | $2,419-78.1% | $2,203-76.0% |
| Participant deferral / active EE | $1,220 | $2,230-45.3% | $3,328-63.3% | $3,192-61.8% |
| Admin fee / account holder | $37 | $3,635-99.0% | $4,536-99.2% | $4,297-99.1% |