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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 | $6,971 | $69,118-89.9% | $53,647-87.0% | $138,895-95.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 16.62% | 248.26%-231.6pp | 358.33%-341.7pp | 145.39%-128.8pp |
| Employer contribution / active EE | $742 | $1,189-37.6% | $962-22.9% | $4,194-82.3% |
| Participant deferral / active EE | $1,484 | $2,274-34.7% | $1,813-18.2% | $6,396-76.8% |
| Admin fee / account holder | $227 | $2,724-91.7% | $2,460-90.8% | $12,562-98.2% |