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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 | $8,499 | $34,316-75.2% | $74,723-88.6% | $72,976-88.4% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 17.55% | 26.58%-9.0pp | 753.18%-735.6pp | 81.02%-63.5pp |
| Employer contribution / active EE | $926 | $692+33.8% | $1,084-14.6% | $2,440-62.1% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $1,962-100.0% | $3,608-100.0% |
| Admin fee / account holder | $25 | $2,125-98.8% | $3,335-99.3% | $5,124-99.5% |