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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 | $3,496 | $22,602-84.5% | $65,566-94.7% | $75,173-95.3% |
| Participation rate | 82.3% | 63.1%+19.2pp | 64.9%+17.3pp | 67.2%+15.1pp |
| Annual return | 27.51% | 71.13%-43.6pp | 47.40%-19.9pp | 160.72%-133.2pp |
| Employer contribution / active EE | $583 | $941-38.1% | $1,692-65.6% | $2,671-78.2% |
| Participant deferral / active EE | $1,540 | $1,695-9.1% | $2,832-45.6% | $4,126-62.7% |
| Admin fee / account holder | $147 | $1,877-92.2% | $4,114-96.4% | $5,651-97.4% |