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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 | $6,770 | $85,024-92.0% | $70,544-90.4% | $139,466-95.1% |
| Participation rate | 87.5% | 73.9%+13.6pp | 68.4%+19.1pp | 80.3%+7.2pp |
| Annual return | 0.00% | 30.39%-30.4pp | 32.79%-32.8pp | 373.66%-373.7pp |
| Employer contribution / active EE | $2,134 | $3,912-45.5% | $2,976-28.3% | $4,754-55.1% |
| Participant deferral / active EE | $3,873 | $5,891-34.3% | $4,568-15.2% | $6,712-42.3% |
| Admin fee / account holder | $164 | $8,928-98.2% | $6,427-97.4% | $11,409-98.6% |