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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 | $13,596 | $103,000-86.8% | $90,300-84.9% | $152,885-91.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 17.18% | 95.19%-78.0pp | 78.11%-60.9pp | 345.39%-328.2pp |
| Employer contribution / active EE | $840 | $3,138-73.2% | $2,854-70.6% | $4,763-82.4% |
| Participant deferral / active EE | $2,941 | $4,281-31.3% | $3,884-24.3% | $5,851-49.7% |
| Admin fee / account holder | $174 | $6,173-97.2% | $5,353-96.8% | $11,598-98.5% |