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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 | $5,675 | $29,736-80.9% | $56,033-89.9% | $80,935-93.0% |
| Participation rate | 86.2% | 41.7%+44.5pp | 52.5%+33.7pp | 67.7%+18.5pp |
| Annual return | 21.99% | 35.28%-13.3pp | 1711.38%-1689.4pp | 35.66%-13.7pp |
| Employer contribution / active EE | $790 | $671+17.6% | $1,041-24.1% | $2,757-71.4% |
| Participant deferral / active EE | $1,254 | $1,228+2.1% | $1,954-35.8% | $4,299-70.8% |
| Admin fee / account holder | $99 | $2,434-95.9% | $2,827-96.5% | $6,924-98.6% |