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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 | $20,086 | $63,861-68.5% | $104,639-80.8% | $79,856-74.8% |
| Participation rate | 89.6% | 64.9%+24.7pp | 74.1%+15.5pp | 69.6%+19.9pp |
| Annual return | 15.35% | 21.30%-5.9pp | 340.67%-325.3pp | 31.71%-16.4pp |
| Employer contribution / active EE | $561 | $1,588-64.7% | $2,682-79.1% | $2,471-77.3% |
| Participant deferral / active EE | $2,429 | $2,693-9.8% | $3,738-35.0% | $3,741-35.1% |
| Admin fee / account holder | $211 | $4,185-95.0% | $6,465-96.7% | $5,306-96.0% |