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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 | $6,638 | $29,667-77.6% | $56,441-88.2% | $80,874-91.8% |
| Participation rate | 72.0% | 41.7%+30.3pp | 52.5%+19.5pp | 67.6%+4.4pp |
| Annual return | 19.71% | 35.22%-15.5pp | 1704.21%-1684.5pp | 35.62%-15.9pp |
| Employer contribution / active EE | $468 | $669-30.0% | $1,039-54.9% | $2,756-83.0% |
| Participant deferral / active EE | $1,853 | $1,227+51.1% | $1,953-5.1% | $4,297-56.9% |
| Admin fee / account holder | $18 | $2,429-99.2% | $2,829-99.4% | $6,935-99.7% |