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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 | $9,422 | $27,943-66.3% | $58,507-83.9% | $75,177-87.5% |
| Participation rate | 78.4% | 38.8%+39.5pp | 50.9%+27.5pp | 67.2%+11.2pp |
| Annual return | 22.71% | 44.22%-21.5pp | 4252.32%-4229.6pp | 160.75%-138.0pp |
| Employer contribution / active EE | $623 | $670-7.0% | $1,053-40.9% | $2,671-76.7% |
| Participant deferral / active EE | $2,625 | $1,202+118.4% | $1,922+36.6% | $4,126-36.4% |
| Admin fee / account holder | $264 | $1,727-84.7% | $2,486-89.4% | $5,651-95.3% |