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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 | $2,763 | $69,118-96.0% | $53,647-94.8% | $138,895-98.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 25.05% | 248.26%-223.2pp | 358.33%-333.3pp | 145.39%-120.3pp |
| Employer contribution / active EE | $666 | $1,189-44.0% | $962-30.8% | $4,194-84.1% |
| Participant deferral / active EE | $790 | $2,274-65.2% | $1,813-56.4% | $6,396-87.6% |
| Admin fee / account holder | $30 | $2,724-98.9% | $2,460-98.8% | $12,562-99.8% |