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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 | $23,896 | $34,316-30.4% | $74,722-68.0% | $72,975-67.3% |
| Participation rate | 71.4% | 42.4%+29.0pp | 54.5%+17.0pp | 69.5%+1.9pp |
| Annual return | 19.72% | 26.58%-6.9pp | 753.11%-733.4pp | 81.01%-61.3pp |
| Employer contribution / active EE | $714 | $692+3.1% | $1,084-34.2% | $2,440-70.8% |
| Participant deferral / active EE | $1,714 | $1,272+34.8% | $1,963-12.7% | $3,608-52.5% |
| Admin fee / account holder | $74 | $2,125-96.5% | $3,335-97.8% | $5,124-98.5% |