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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 | $15,917 | $58,311-72.7% | $81,882-80.6% | $80,959-80.3% |
| Participation rate | 79.3% | 63.5%+15.8pp | 72.4%+6.9pp | 67.7%+11.6pp |
| Annual return | 15.94% | 41.85%-25.9pp | 779.47%-763.5pp | 35.67%-19.7pp |
| Employer contribution / active EE | $380 | $2,347-83.8% | $2,916-87.0% | $2,757-86.2% |
| Participant deferral / active EE | $1,129 | $3,287-65.6% | $4,323-73.9% | $4,300-73.7% |
| Admin fee / account holder | $3 | $4,752-99.9% | $7,360-100.0% | $6,925-100.0% |