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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 | $16,318 | $100,139-83.7% | $85,187-80.8% | $145,884-88.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.48% | 84.15%-74.7pp | 66.67%-57.2pp | 551.85%-542.4pp |
| Employer contribution / active EE | $934 | $3,238-71.2% | $2,732-65.8% | $4,662-80.0% |
| Participant deferral / active EE | $2,086 | $5,296-60.6% | $4,525-53.9% | $6,690-68.8% |
| Admin fee / account holder | $66 | $7,262-99.1% | $6,162-98.9% | $13,392-99.5% |