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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 | $23,209 | $107,368-78.4% | $92,915-75.0% | $152,909-84.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 26.47% | 145.64%-119.2pp | 109.45%-83.0pp | 345.46%-319.0pp |
| Employer contribution / active EE | $892 | $4,222-78.9% | $3,653-75.6% | $4,764-81.3% |
| Participant deferral / active EE | $10,023 | $4,848+106.7% | $4,238+136.5% | $5,851+71.3% |
| Admin fee / account holder | $17 | $7,082-99.8% | $5,796-99.7% | $11,601-99.9% |