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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 | $29,716-35.6% | $56,077-65.9% | $80,925-76.4% |
| Participation rate | 92.6% | 41.7%+50.9pp | 52.5%+40.1pp | 67.7%+24.9pp |
| Annual return | 14.21% | 35.30%-21.1pp | 1709.28%-1695.1pp | 35.65%-21.4pp |
| Employer contribution / active EE | $1,209 | $671+80.1% | $1,040+16.2% | $2,756-56.1% |
| Participant deferral / active EE | $2,629 | $1,228+114.0% | $1,954+34.6% | $4,299-38.8% |
| Admin fee / account holder | $82 | $2,432-96.6% | $2,825-97.1% | $6,940-98.8% |