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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 | $2,316 | $22,602-89.8% | $65,566-96.5% | $75,173-96.9% |
| Participation rate | 71.1% | 63.1%+8.0pp | 64.9%+6.1pp | 67.2%+3.8pp |
| Annual return | 35.77% | 71.13%-35.4pp | 47.40%-11.6pp | 160.72%-124.9pp |
| Employer contribution / active EE | $597 | $941-36.5% | $1,692-64.7% | $2,671-77.6% |
| Participant deferral / active EE | $1,436 | $1,695-15.3% | $2,832-49.3% | $4,126-65.2% |
| Admin fee / account holder | $51 | $1,877-97.3% | $4,114-98.8% | $5,651-99.1% |