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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 | $1,722 | $22,602-92.4% | $65,566-97.4% | $75,173-97.7% |
| Participation rate | 75.8% | 63.1%+12.7pp | 64.9%+10.9pp | 67.2%+8.6pp |
| Annual return | 109.41% | 71.13%+38.3pp | 47.40%+62.0pp | 160.72%-51.3pp |
| Employer contribution / active EE | $690 | $941-26.6% | $1,692-59.2% | $2,671-74.2% |
| Participant deferral / active EE | $1,436 | $1,695-15.2% | $2,832-49.3% | $4,126-65.2% |
| Admin fee / account holder | $69 | $1,877-96.3% | $4,114-98.3% | $5,651-98.8% |