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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 | $2,979 | $29,733-90.0% | $56,025-94.7% | $80,959-96.3% |
| Participation rate | 92.0% | 41.7%+50.3pp | 52.5%+39.5pp | 67.7%+24.3pp |
| Annual return | 12.81% | 35.28%-22.5pp | 1712.69%-1699.9pp | 35.67%-22.9pp |
| Employer contribution / active EE | $537 | $672-20.0% | $1,042-48.4% | $2,757-80.5% |
| Participant deferral / active EE | $803 | $1,229-34.7% | $1,955-58.9% | $4,300-81.3% |
| Admin fee / account holder | $278 | $2,434-88.6% | $2,828-90.2% | $6,925-96.0% |