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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 | $5,393 | $24,618-78.1% | $71,585-92.5% | $82,637-93.5% |
| Participation rate | 90.2% | 68.2%+22.1pp | 68.2%+22.1pp | 68.1%+22.2pp |
| Annual return | 23.45% | 93.17%-69.7pp | 59.26%-35.8pp | 53.51%-30.1pp |
| Employer contribution / active EE | $1,008 | $852+18.3% | $1,669-39.6% | $2,552-60.5% |
| Participant deferral / active EE | $1,257 | $1,720-27.0% | $2,923-57.0% | $4,126-69.5% |
| Admin fee / account holder | $189 | $3,285-94.3% | $4,712-96.0% | $7,339-97.4% |