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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 | $1,361 | $22,602-94.0% | $65,566-97.9% | $75,173-98.2% |
| Participation rate | 72.1% | 63.1%+9.1pp | 64.9%+7.2pp | 67.2%+4.9pp |
| Annual return | 153.04% | 71.13%+81.9pp | 47.40%+105.6pp | 160.72%-7.7pp |
| Employer contribution / active EE | $552 | $941-41.3% | $1,692-67.4% | $2,671-79.3% |
| Participant deferral / active EE | $1,152 | $1,695-32.0% | $2,832-59.3% | $4,126-72.1% |
| Admin fee / account holder | $61 | $1,877-96.8% | $4,114-98.5% | $5,651-98.9% |