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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 | $7,219 | $100,139-92.8% | $85,187-91.5% | $145,884-95.1% |
| Participation rate | 88.2% | 74.1%+14.1pp | 67.5%+20.7pp | 80.3%+7.9pp |
| Annual return | 11.01% | 84.15%-73.1pp | 66.67%-55.7pp | 551.85%-540.8pp |
| Employer contribution / active EE | $580 | $3,238-82.1% | $2,732-78.8% | $4,662-87.6% |
| Participant deferral / active EE | $1,229 | $5,296-76.8% | $4,525-72.8% | $6,690-81.6% |
| Admin fee / account holder | $34 | $7,262-99.5% | $6,162-99.4% | $13,392-99.7% |