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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 | $19,133 | $29,733-35.7% | $56,025-65.8% | $80,959-76.4% |
| Participation rate | 92.6% | 41.7%+50.9pp | 52.5%+40.1pp | 67.7%+24.9pp |
| Annual return | 14.21% | 35.28%-21.1pp | 1712.69%-1698.5pp | 35.67%-21.5pp |
| Employer contribution / active EE | $1,209 | $672+79.9% | $1,042+16.1% | $2,757-56.2% |
| Participant deferral / active EE | $2,629 | $1,229+113.9% | $1,955+34.5% | $4,300-38.9% |
| Admin fee / account holder | $82 | $2,434-96.6% | $2,828-97.1% | $6,925-98.8% |