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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 | $1,731 | $29,736-94.2% | $56,033-96.9% | $80,935-97.9% |
| Participation rate | 82.8% | 41.7%+41.1pp | 52.5%+30.3pp | 67.7%+15.1pp |
| Annual return | 13.85% | 35.28%-21.4pp | 1711.38%-1697.5pp | 35.66%-21.8pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $610 | $1,228-50.3% | $1,954-68.8% | $4,299-85.8% |
| Admin fee / account holder | $191 | $2,434-92.1% | $2,827-93.2% | $6,924-97.2% |