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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 | $3,159 | $29,733-89.4% | $56,025-94.4% | $80,959-96.1% |
| Participation rate | 97.2% | 41.7%+55.5pp | 52.5%+44.7pp | 67.7%+29.6pp |
| Annual return | 13.07% | 35.28%-22.2pp | 1712.69%-1699.6pp | 35.67%-22.6pp |
| Employer contribution / active EE | $552 | $672-17.8% | $1,042-47.0% | $2,757-80.0% |
| Participant deferral / active EE | $1,024 | $1,229-16.7% | $1,955-47.6% | $4,300-76.2% |
| Admin fee / account holder | $106 | $2,434-95.6% | $2,828-96.2% | $6,925-98.5% |