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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 | $28,624-88.0% | $53,647-93.6% | $82,637-95.9% |
| Participation rate | 82.4% | 47.3%+35.1pp | 56.3%+26.1pp | 68.1%+14.3pp |
| Annual return | 31.39% | 664.98%-633.6pp | 358.33%-326.9pp | 53.51%-22.1pp |
| Employer contribution / active EE | $474 | $637-25.5% | $962-50.7% | $2,552-81.4% |
| Participant deferral / active EE | $2,407 | $1,196+101.2% | $1,813+32.8% | $4,126-41.7% |
| Admin fee / account holder | $244 | $2,022-87.9% | $2,460-90.1% | $7,339-96.7% |