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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 | $3,460 | $29,736-88.4% | $56,033-93.8% | $80,935-95.7% |
| Participation rate | 91.7% | 41.7%+50.0pp | 52.5%+39.2pp | 67.7%+24.0pp |
| Annual return | 15.54% | 35.28%-19.7pp | 1711.38%-1695.8pp | 35.66%-20.1pp |
| Employer contribution / active EE | $1,068 | $671+59.1% | $1,041+2.6% | $2,757-61.3% |
| Participant deferral / active EE | $1,303 | $1,228+6.1% | $1,954-33.3% | $4,299-69.7% |
| Admin fee / account holder | $98 | $2,434-96.0% | $2,827-96.5% | $6,924-98.6% |