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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 | $15,156 | $47,479-68.1% | $62,929-75.9% | $82,448-81.6% |
| Participation rate | 98.4% | 66.9%+31.5pp | 73.1%+25.3pp | 68.1%+30.3pp |
| Annual return | 18.70% | 20.34%-1.6pp | 1063.93%-1045.2pp | 41.64%-22.9pp |
| Employer contribution / active EE | $580 | $1,885-69.3% | $2,505-76.9% | $2,551-77.3% |
| Participant deferral / active EE | $941 | $2,870-67.2% | $3,888-75.8% | $4,139-77.3% |
| Admin fee / account holder | $137 | $3,804-96.4% | $5,065-97.3% | $7,234-98.1% |