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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 | $12,885 | $107,030-88.0% | $73,550-82.5% | $147,586-91.3% |
| Participation rate | 80.0% | 66.4%+13.6pp | 54.9%+25.1pp | 82.8%-2.8pp |
| Annual return | 8.55% | 38.25%-29.7pp | -15.16%+23.7pp | 578.59%-570.0pp |
| Employer contribution / active EE | $785 | $1,760-55.4% | $1,219-35.6% | $4,876-83.9% |
| Participant deferral / active EE | $3,691 | $2,458+50.1% | $1,804+104.6% | $5,439-32.1% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |