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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 | $18,624 | $29,736-37.4% | $56,033-66.8% | $80,935-77.0% |
| Participation rate | 76.9% | 41.7%+35.2pp | 52.5%+24.4pp | 67.7%+9.3pp |
| Annual return | 16.01% | 35.28%-19.3pp | 1711.38%-1695.4pp | 35.66%-19.6pp |
| Employer contribution / active EE | $1,398 | $671+108.2% | $1,041+34.3% | $2,757-49.3% |
| Participant deferral / active EE | $2,402 | $1,228+95.6% | $1,954+22.9% | $4,299-44.1% |
| Admin fee / account holder | $177 | $2,434-92.7% | $2,827-93.7% | $6,924-97.4% |