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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 | $1,888 | $22,602-91.6% | $65,566-97.1% | $75,173-97.5% |
| Participation rate | 81.8% | 63.1%+18.7pp | 64.9%+16.9pp | 67.2%+14.6pp |
| Annual return | 65.21% | 71.13%-5.9pp | 47.40%+17.8pp | 160.72%-95.5pp |
| Employer contribution / active EE | $483 | $941-48.7% | $1,692-71.4% | $2,671-81.9% |
| Participant deferral / active EE | $715 | $1,695-57.8% | $2,832-74.8% | $4,126-82.7% |
| Admin fee / account holder | $49 | $1,877-97.4% | $4,114-98.8% | $5,651-99.1% |