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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 | $10,911 | $108,882-90.0% | $96,754-88.7% | $154,746-92.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 17.25% | 98.39%-81.1pp | 82.04%-64.8pp | 172.34%-155.1pp |
| Employer contribution / active EE | $939 | $3,018-68.9% | $2,679-65.0% | $4,379-78.6% |
| Participant deferral / active EE | $1,462 | $5,323-72.5% | $4,758-69.3% | $6,730-78.3% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |