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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 | $19,888 | $87,544-77.3% | $75,784-73.8% | $125,388-84.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.00% | 13.49%-13.5pp | 9.68%-9.7pp | 282.24%-282.2pp |
| Employer contribution / active EE | $9,089 | $3,930+131.3% | $3,323+173.5% | $4,866+86.8% |
| Participant deferral / active EE | $7,385 | $4,229+74.6% | $3,652+102.2% | $5,352+38.0% |
| Admin fee / account holder | $11 | $6,502-99.8% | $5,300-99.8% | $9,541-99.9% |