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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 | $29,670-90.0% | $56,054-94.7% | $80,911-96.3% |
| Participation rate | 92.0% | 41.7%+50.3pp | 52.5%+39.5pp | 67.6%+24.4pp |
| Annual return | 12.81% | 35.24%-22.4pp | 1705.95%-1693.1pp | 35.63%-22.8pp |
| Employer contribution / active EE | $537 | $670-19.8% | $1,039-48.3% | $2,756-80.5% |
| Participant deferral / active EE | $803 | $1,227-34.5% | $1,952-58.9% | $4,297-81.3% |
| Admin fee / account holder | $278 | $2,431-88.6% | $2,822-90.1% | $6,935-96.0% |