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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 | $16,354 | $58,234-71.9% | $81,783-80.0% | $80,874-79.8% |
| Participation rate | 82.1% | 63.4%+18.7pp | 72.4%+9.8pp | 67.6%+14.5pp |
| Annual return | 17.51% | 41.70%-24.2pp | 775.05%-757.5pp | 35.62%-18.1pp |
| Employer contribution / active EE | $394 | $2,341-83.2% | $2,913-86.5% | $2,756-85.7% |
| Participant deferral / active EE | $1,338 | $3,283-59.2% | $4,320-69.0% | $4,297-68.9% |
| Admin fee / account holder | $190 | $4,982-96.2% | $7,380-97.4% | $6,935-97.3% |