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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 | $58,311-72.0% | $81,882-80.0% | $80,959-79.8% |
| Participation rate | 82.1% | 63.5%+18.7pp | 72.4%+9.8pp | 67.7%+14.5pp |
| Annual return | 17.51% | 41.85%-24.3pp | 779.47%-762.0pp | 35.67%-18.2pp |
| Employer contribution / active EE | $394 | $2,347-83.2% | $2,916-86.5% | $2,757-85.7% |
| Participant deferral / active EE | $1,338 | $3,287-59.3% | $4,323-69.0% | $4,300-68.9% |
| Admin fee / account holder | $190 | $4,752-96.0% | $7,360-97.4% | $6,925-97.3% |