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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 | $3,507 | $22,602-84.5% | $65,566-94.7% | $75,173-95.3% |
| Participation rate | 85.7% | 63.1%+22.6pp | 64.9%+20.8pp | 67.2%+18.5pp |
| Annual return | 46.06% | 71.13%-25.1pp | 47.40%-1.3pp | 160.72%-114.7pp |
| Employer contribution / active EE | $889 | $941-5.6% | $1,692-47.5% | $2,671-66.7% |
| Participant deferral / active EE | $1,946 | $1,695+14.8% | $2,832-31.3% | $4,126-52.8% |
| Admin fee / account holder | $212 | $1,877-88.7% | $4,114-94.8% | $5,651-96.2% |