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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 | $6,235 | $63,354-90.2% | $94,105-93.4% | $82,637-92.5% |
| Participation rate | 93.5% | 63.8%+29.7pp | 71.9%+21.6pp | 68.1%+25.5pp |
| Annual return | 23.55% | 34.36%-10.8pp | 204.55%-181.0pp | 53.51%-30.0pp |
| Employer contribution / active EE | $542 | $1,760-69.2% | $2,504-78.4% | $2,552-78.8% |
| Participant deferral / active EE | $855 | $2,873-70.2% | $3,881-78.0% | $4,126-79.3% |
| Admin fee / account holder | $32 | $5,073-99.4% | $6,199-99.5% | $7,339-99.6% |