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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 | $15,917 | $58,258-72.7% | $81,820-80.5% | $80,925-80.3% |
| Participation rate | 79.3% | 63.5%+15.8pp | 72.4%+6.9pp | 67.7%+11.7pp |
| Annual return | 15.94% | 41.76%-25.8pp | 777.93%-762.0pp | 35.65%-19.7pp |
| Employer contribution / active EE | $380 | $2,345-83.8% | $2,915-87.0% | $2,756-86.2% |
| Participant deferral / active EE | $1,129 | $3,284-65.6% | $4,323-73.9% | $4,299-73.7% |
| Admin fee / account holder | $3 | $4,976-99.9% | $7,391-100.0% | $6,940-100.0% |