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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 | $8,707 | $90,397-90.4% | $76,002-88.5% | $145,959-94.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.23% | 621.97%-607.7pp | 360.07%-345.8pp | 561.95%-547.7pp |
| Employer contribution / active EE | $940 | $3,317-71.7% | $2,688-65.0% | $4,661-79.8% |
| Participant deferral / active EE | $2,049 | $5,163-60.3% | $4,257-51.9% | $6,689-69.4% |
| Admin fee / account holder | $53 | $8,369-99.4% | $6,414-99.2% | $13,398-99.6% |