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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 | $17,719 | $118,875-85.1% | $96,572-81.7% | $167,553-89.4% |
| Participation rate | 95.2% | 75.5%+19.7pp | 69.8%+25.4pp | 82.1%+13.1pp |
| Annual return | 12.29% | 50.50%-38.2pp | 37.79%-25.5pp | 478.89%-466.6pp |
| Employer contribution / active EE | $563 | $3,121-82.0% | $2,357-76.1% | $4,840-88.4% |
| Participant deferral / active EE | $1,342 | $4,617-70.9% | $3,850-65.2% | $6,343-78.8% |
| Admin fee / account holder | $299 | $8,070-96.3% | $6,183-95.2% | $12,316-97.6% |