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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 | $3,427 | $29,319-88.3% | $52,425-93.5% | $82,448-95.8% |
| Participation rate | 82.4% | 46.9%+35.5pp | 55.6%+26.7pp | 68.1%+14.3pp |
| Annual return | 31.39% | 535.20%-503.8pp | 302.12%-270.7pp | 41.64%-10.3pp |
| Employer contribution / active EE | $474 | $586-19.1% | $914-48.1% | $2,551-81.4% |
| Participant deferral / active EE | $2,407 | $1,171+105.5% | $1,790+34.4% | $4,139-41.8% |
| Admin fee / account holder | $244 | $1,962-87.6% | $2,495-90.2% | $7,234-96.6% |