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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 | $25,539 | $69,118-63.0% | $53,647-52.4% | $138,895-81.6% |
| Participation rate | 72.7% | 64.0%+8.8pp | 56.3%+16.4pp | 79.9%-7.2pp |
| Annual return | 19.13% | 248.26%-229.1pp | 358.33%-339.2pp | 145.39%-126.3pp |
| Employer contribution / active EE | $442 | $1,189-62.8% | $962-54.1% | $4,194-89.5% |
| Participant deferral / active EE | $1,472 | $2,274-35.3% | $1,813-18.8% | $6,396-77.0% |
| Admin fee / account holder | $94 | $2,724-96.6% | $2,460-96.2% | $12,562-99.3% |