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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 | $2,708 | $22,602-88.0% | $65,583-95.9% | $75,177-96.4% |
| Participation rate | 81.1% | 63.1%+18.0pp | 65.0%+16.1pp | 67.2%+13.9pp |
| Annual return | 42.62% | 71.13%-28.5pp | 47.46%-4.8pp | 160.75%-118.1pp |
| Employer contribution / active EE | $771 | $941-18.0% | $1,692-54.4% | $2,671-71.1% |
| Participant deferral / active EE | $1,736 | $1,695+2.5% | $2,833-38.7% | $4,126-57.9% |
| Admin fee / account holder | $25 | $1,877-98.7% | $4,112-99.4% | $5,651-99.6% |