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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 | $14,765 | $28,624-48.4% | $53,647-72.5% | $82,637-82.1% |
| Participation rate | 100.0% | 47.3%+52.7pp | 56.3%+43.7pp | 68.1%+31.9pp |
| Annual return | 25.51% | 664.98%-639.5pp | 358.33%-332.8pp | 53.51%-28.0pp |
| Employer contribution / active EE | $343 | $637-46.1% | $962-64.3% | $2,552-86.5% |
| Participant deferral / active EE | $1,897 | $1,196+58.6% | $1,813+4.6% | $4,126-54.0% |
| Admin fee / account holder | $293 | $2,022-85.5% | $2,460-88.1% | $7,339-96.0% |