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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 | $25,551 | $58,311-56.2% | $81,882-68.8% | $80,959-68.4% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 15.38% | 41.85%-26.5pp | 779.47%-764.1pp | 35.67%-20.3pp |
| Employer contribution / active EE | $855 | $2,347-63.6% | $2,916-70.7% | $2,757-69.0% |
| Participant deferral / active EE | $2,326 | $3,287-29.2% | $4,323-46.2% | $4,300-45.9% |
| Admin fee / account holder | $216 | $4,752-95.5% | $7,360-97.1% | $6,925-96.9% |