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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 | $3,158 | $22,593-86.0% | $65,289-95.2% | $75,173-95.8% |
| Participation rate | 73.8% | 63.1%+10.7pp | 65.0%+8.8pp | 67.2%+6.6pp |
| Annual return | 106.98% | 71.08%+35.9pp | 47.38%+59.6pp | 160.65%-53.7pp |
| Employer contribution / active EE | $949 | $940+0.9% | $1,691-43.9% | $2,670-64.5% |
| Participant deferral / active EE | $3,373 | $1,694+99.1% | $2,831+19.2% | $4,126-18.2% |
| Admin fee / account holder | $150 | $1,876-92.0% | $4,113-96.4% | $5,651-97.4% |