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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 | $26,076 | $106,923-75.6% | $84,023-69.0% | $152,909-82.9% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 23.04% | 105.02%-82.0pp | 71.32%-48.3pp | 345.46%-322.4pp |
| Employer contribution / active EE | $819 | $2,735-70.1% | $1,984-58.7% | $4,764-82.8% |
| Participant deferral / active EE | $9,366 | $4,013+133.4% | $3,239+189.1% | $5,851+60.1% |
| Admin fee / account holder | $115 | $8,289-98.6% | $6,102-98.1% | $11,601-99.0% |