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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 | $5,513 | $29,716-81.4% | $56,077-90.2% | $80,925-93.2% |
| Participation rate | 80.0% | 41.7%+38.3pp | 52.5%+27.5pp | 67.7%+12.3pp |
| Annual return | 16.26% | 35.30%-19.0pp | 1709.28%-1693.0pp | 35.65%-19.4pp |
| Employer contribution / active EE | $623 | $671-7.2% | $1,040-40.1% | $2,756-77.4% |
| Participant deferral / active EE | $942 | $1,228-23.3% | $1,954-51.8% | $4,299-78.1% |
| Admin fee / account holder | $89 | $2,432-96.3% | $2,825-96.8% | $6,940-98.7% |