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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 | $29,733-73.6% | $56,025-86.0% | $80,959-90.3% |
| Participation rate | 80.0% | 41.7%+38.3pp | 52.5%+27.5pp | 67.7%+12.3pp |
| Annual return | 15.57% | 35.28%-19.7pp | 1712.69%-1697.1pp | 35.67%-20.1pp |
| Employer contribution / active EE | $1,081 | $672+60.9% | $1,042+3.8% | $2,757-60.8% |
| Participant deferral / active EE | $1,392 | $1,229+13.2% | $1,955-28.8% | $4,300-67.6% |
| Admin fee / account holder | $221 | $2,434-90.9% | $2,828-92.2% | $6,925-96.8% |