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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 | $1,560 | $22,602-93.1% | $65,566-97.6% | $75,173-97.9% |
| Participation rate | 74.5% | 63.1%+11.4pp | 64.9%+9.6pp | 67.2%+7.3pp |
| Annual return | 62.71% | 71.13%-8.4pp | 47.40%+15.3pp | 160.72%-98.0pp |
| Employer contribution / active EE | $416 | $941-55.8% | $1,692-75.4% | $2,671-84.4% |
| Participant deferral / active EE | $1,474 | $1,695-13.0% | $2,832-48.0% | $4,126-64.3% |
| Admin fee / account holder | $104 | $1,877-94.4% | $4,114-97.5% | $5,651-98.2% |