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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 | $11,020 | $58,275-81.1% | $81,844-86.5% | $80,935-86.4% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 15.60% | 41.82%-26.2pp | 778.87%-763.3pp | 35.66%-20.1pp |
| Employer contribution / active EE | $1,149 | $2,346-51.0% | $2,916-60.6% | $2,757-58.3% |
| Participant deferral / active EE | $2,378 | $3,285-27.6% | $4,323-45.0% | $4,299-44.7% |
| Admin fee / account holder | $290 | $4,749-93.9% | $7,355-96.1% | $6,924-95.8% |