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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 | $15,342 | $49,896-69.3% | $80,627-81.0% | $75,173-79.6% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 16.81% | 34.67%-17.9pp | 936.76%-920.0pp | 160.72%-143.9pp |
| Employer contribution / active EE | $1,324 | $1,699-22.1% | $2,723-51.4% | $2,671-50.4% |
| Participant deferral / active EE | $1,193 | $2,992-60.1% | $4,443-73.2% | $4,126-71.1% |
| Admin fee / account holder | $78 | $3,578-97.8% | $5,381-98.6% | $5,651-98.6% |