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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 | $25,206 | $34,316-26.5% | $74,723-66.3% | $72,976-65.5% |
| Participation rate | 80.0% | 42.4%+37.6pp | 54.5%+25.5pp | 69.5%+10.5pp |
| Annual return | 24.93% | 26.58%-1.6pp | 753.18%-728.2pp | 81.02%-56.1pp |
| Employer contribution / active EE | $1,314 | $692+89.9% | $1,084+21.1% | $2,440-46.2% |
| Participant deferral / active EE | $2,810 | $1,272+121.0% | $1,962+43.3% | $3,608-22.1% |
| Admin fee / account holder | $127 | $2,125-94.0% | $3,335-96.2% | $5,124-97.5% |