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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 | $12,028 | $58,311-79.4% | $81,882-85.3% | $80,959-85.1% |
| Participation rate | 74.2% | 63.5%+10.7pp | 72.4%+1.8pp | 67.7%+6.5pp |
| Annual return | 14.55% | 41.85%-27.3pp | 779.47%-764.9pp | 35.67%-21.1pp |
| Employer contribution / active EE | $375 | $2,347-84.0% | $2,916-87.1% | $2,757-86.4% |
| Participant deferral / active EE | $1,314 | $3,287-60.0% | $4,323-69.6% | $4,300-69.4% |
| Admin fee / account holder | $77 | $4,752-98.4% | $7,360-98.9% | $6,925-98.9% |