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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 | $1,596 | $22,602-92.9% | $65,583-97.6% | $75,177-97.9% |
| Participation rate | 77.3% | 63.1%+14.3pp | 65.0%+12.4pp | 67.2%+10.1pp |
| Annual return | 180.52% | 71.13%+109.4pp | 47.46%+133.1pp | 160.75%+19.8pp |
| Employer contribution / active EE | $566 | $941-39.9% | $1,692-66.6% | $2,671-78.8% |
| Participant deferral / active EE | $1,057 | $1,695-37.7% | $2,833-62.7% | $4,126-74.4% |
| Admin fee / account holder | $82 | $1,877-95.6% | $4,112-98.0% | $5,651-98.6% |