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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 | $29,736-66.0% | $56,033-81.9% | $80,935-87.5% |
| Participation rate | 80.0% | 41.7%+38.3pp | 52.5%+27.5pp | 67.7%+12.3pp |
| Annual return | 15.00% | 35.28%-20.3pp | 1711.38%-1696.4pp | 35.66%-20.7pp |
| Employer contribution / active EE | $2,000 | $671+197.9% | $1,041+92.1% | $2,757-27.4% |
| Participant deferral / active EE | $419 | $1,228-65.9% | $1,954-78.5% | $4,299-90.2% |
| Admin fee / account holder | $16 | $2,434-99.4% | $2,827-99.4% | $6,924-99.8% |