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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 | $18,462 | $81,763-77.4% | $58,561-68.5% | $139,466-86.8% |
| Participation rate | 87.5% | 61.3%+26.2pp | 50.9%+36.6pp | 80.3%+7.2pp |
| Annual return | 17.23% | 7427.77%-7410.5pp | 4251.33%-4234.1pp | 373.66%-356.4pp |
| Employer contribution / active EE | $707 | $1,398-49.4% | $1,053-32.9% | $4,754-85.1% |
| Participant deferral / active EE | $2,633 | $2,555+3.1% | $1,923+36.9% | $6,712-60.8% |
| Admin fee / account holder | $156 | $3,273-95.2% | $2,520-93.8% | $11,409-98.6% |