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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 | $14,073 | $101,618-86.2% | $93,063-84.9% | $137,256-89.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 20.58% | 223.95%-203.4pp | 34.15%-13.6pp | 220.34%-199.8pp |
| Employer contribution / active EE | $630 | $2,707-76.7% | $2,476-74.6% | $4,156-84.8% |
| Participant deferral / active EE | $1,201 | $4,279-71.9% | $3,958-69.7% | $6,407-81.3% |
| Admin fee / account holder | $193 | $6,198-96.9% | $6,033-96.8% | $12,270-98.4% |