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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 | $28,619 | $53,128-46.1% | $86,582-66.9% | $70,126-59.2% |
| Participation rate | 97.9% | 65.3%+32.6pp | 73.5%+24.4pp | 69.5%+28.4pp |
| Annual return | 18.72% | 27.66%-8.9pp | 965.08%-946.4pp | 73.15%-54.4pp |
| Employer contribution / active EE | $268 | $2,068-87.0% | $2,839-90.6% | $2,343-88.6% |
| Participant deferral / active EE | $1,629 | $2,695-39.6% | $3,609-54.9% | $3,332-51.1% |
| Admin fee / account holder | $8 | $3,584-99.8% | $4,904-99.8% | $4,645-99.8% |