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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 | $90,530-90.4% | $76,030-88.5% | $145,897-94.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.23% | 625.08%-610.9pp | 361.54%-347.3pp | 552.29%-538.1pp |
| Employer contribution / active EE | $940 | $3,319-71.7% | $2,688-65.0% | $4,663-79.8% |
| Participant deferral / active EE | $2,049 | $5,164-60.3% | $4,257-51.9% | $6,689-69.4% |
| Admin fee / account holder | $53 | $8,383-99.4% | $6,421-99.2% | $13,390-99.6% |