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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 | $7,851 | $29,716-73.6% | $56,077-86.0% | $80,925-90.3% |
| Participation rate | 80.0% | 41.7%+38.3pp | 52.5%+27.5pp | 67.7%+12.3pp |
| Annual return | 15.57% | 35.30%-19.7pp | 1709.28%-1693.7pp | 35.65%-20.1pp |
| Employer contribution / active EE | $1,081 | $671+61.1% | $1,040+3.9% | $2,756-60.8% |
| Participant deferral / active EE | $1,392 | $1,228+13.3% | $1,954-28.8% | $4,299-67.6% |
| Admin fee / account holder | $221 | $2,432-90.9% | $2,825-92.2% | $6,940-96.8% |