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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 | $7,065 | $99,995-92.9% | $85,063-91.7% | $145,978-95.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 8.52% | 83.99%-75.5pp | 66.54%-58.0pp | 550.52%-542.0pp |
| Employer contribution / active EE | $730 | $3,231-77.4% | $2,727-73.2% | $4,662-84.3% |
| Participant deferral / active EE | $1,205 | $5,295-77.2% | $4,523-73.4% | $6,690-82.0% |
| Admin fee / account holder | $297 | $7,255-95.9% | $6,155-95.2% | $13,400-97.8% |