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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 | $2,143 | $22,602-90.5% | $65,566-96.7% | $75,173-97.1% |
| Participation rate | 83.7% | 63.1%+20.6pp | 64.9%+18.7pp | 67.2%+16.5pp |
| Annual return | 37.47% | 71.13%-33.7pp | 47.40%-9.9pp | 160.72%-123.3pp |
| Employer contribution / active EE | $746 | $941-20.7% | $1,692-55.9% | $2,671-72.1% |
| Participant deferral / active EE | $1,287 | $1,695-24.1% | $2,832-54.6% | $4,126-68.8% |
| Admin fee / account holder | $150 | $1,877-92.0% | $4,114-96.4% | $5,651-97.4% |