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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 | $10,327 | $29,319-64.8% | $52,425-80.3% | $82,448-87.5% |
| Participation rate | 75.0% | 46.9%+28.1pp | 55.6%+19.4pp | 68.1%+6.9pp |
| Annual return | 24.78% | 535.20%-510.4pp | 302.12%-277.3pp | 41.64%-16.9pp |
| Employer contribution / active EE | $1,002 | $586+70.9% | $914+9.6% | $2,551-60.7% |
| Participant deferral / active EE | $1,846 | $1,171+57.6% | $1,790+3.1% | $4,139-55.4% |
| Admin fee / account holder | $39 | $1,962-98.0% | $2,495-98.4% | $7,234-99.5% |