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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 | $3,090 | $29,733-89.6% | $56,025-94.5% | $80,959-96.2% |
| Participation rate | 87.1% | 41.7%+45.4pp | 52.5%+34.6pp | 67.7%+19.4pp |
| Annual return | 15.40% | 35.28%-19.9pp | 1712.69%-1697.3pp | 35.67%-20.3pp |
| Employer contribution / active EE | $710 | $672+5.7% | $1,042-31.8% | $2,757-74.3% |
| Participant deferral / active EE | $834 | $1,229-32.2% | $1,955-57.4% | $4,300-80.6% |
| Admin fee / account holder | $184 | $2,434-92.4% | $2,828-93.5% | $6,925-97.3% |