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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 | $19,583 | $28,624-31.6% | $53,647-63.5% | $82,637-76.3% |
| Participation rate | 75.5% | 47.3%+28.2pp | 56.3%+19.2pp | 68.1%+7.4pp |
| Annual return | 16.90% | 664.98%-648.1pp | 358.33%-341.4pp | 53.51%-36.6pp |
| Employer contribution / active EE | $605 | $637-5.0% | $962-37.1% | $2,552-76.3% |
| Participant deferral / active EE | $1,487 | $1,196+24.3% | $1,813-18.0% | $4,126-64.0% |
| Admin fee / account holder | $42 | $2,022-97.9% | $2,460-98.3% | $7,339-99.4% |