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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 | $3,544 | $49,976-92.9% | $66,674-94.7% | $82,637-95.7% |
| Participation rate | 84.0% | 63.1%+20.9pp | 73.7%+10.3pp | 68.1%+15.9pp |
| Annual return | 20.83% | 39.09%-18.3pp | 321.24%-300.4pp | 53.51%-32.7pp |
| Employer contribution / active EE | $342 | $1,988-82.8% | $2,620-86.9% | $2,552-86.6% |
| Participant deferral / active EE | $577 | $2,847-79.7% | $4,084-85.9% | $4,126-86.0% |
| Admin fee / account holder | $136 | $4,594-97.0% | $5,098-97.3% | $7,339-98.1% |