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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 | $2,284 | $22,602-89.9% | $65,583-96.5% | $75,177-97.0% |
| Participation rate | 81.2% | 63.1%+18.1pp | 65.0%+16.2pp | 67.2%+14.0pp |
| Annual return | 80.45% | 71.13%+9.3pp | 47.46%+33.0pp | 160.75%-80.3pp |
| Employer contribution / active EE | $665 | $941-29.3% | $1,692-60.7% | $2,671-75.1% |
| Participant deferral / active EE | $1,450 | $1,695-14.5% | $2,833-48.8% | $4,126-64.9% |
| Admin fee / account holder | $74 | $1,877-96.1% | $4,112-98.2% | $5,651-98.7% |