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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 | $2,590 | $22,602-88.5% | $65,566-96.1% | $75,173-96.6% |
| Participation rate | 77.1% | 63.1%+14.1pp | 64.9%+12.2pp | 67.2%+9.9pp |
| Annual return | 101.17% | 71.13%+30.0pp | 47.40%+53.8pp | 160.72%-59.6pp |
| Employer contribution / active EE | $903 | $941-4.0% | $1,692-46.6% | $2,671-66.2% |
| Participant deferral / active EE | $995 | $1,695-41.3% | $2,832-64.9% | $4,126-75.9% |
| Admin fee / account holder | $160 | $1,877-91.5% | $4,114-96.1% | $5,651-97.2% |