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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 | $10,115 | $29,716-66.0% | $56,077-82.0% | $80,925-87.5% |
| Participation rate | 80.0% | 41.7%+38.3pp | 52.5%+27.5pp | 67.7%+12.3pp |
| Annual return | 15.00% | 35.30%-20.3pp | 1709.28%-1694.3pp | 35.65%-20.6pp |
| Employer contribution / active EE | $2,000 | $671+198.1% | $1,040+92.2% | $2,756-27.4% |
| Participant deferral / active EE | $419 | $1,228-65.9% | $1,954-78.5% | $4,299-90.2% |
| Admin fee / account holder | $16 | $2,432-99.4% | $2,825-99.4% | $6,940-99.8% |