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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 | $10,261 | $103,008-90.0% | $90,304-88.6% | $152,897-93.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 35.51% | 95.22%-59.7pp | 78.13%-42.6pp | 345.43%-309.9pp |
| Employer contribution / active EE | $1,372 | $3,139-56.3% | $2,855-52.0% | $4,764-71.2% |
| Participant deferral / active EE | $3,340 | $4,281-22.0% | $3,885-14.0% | $5,851-42.9% |
| Admin fee / account holder | $31 | $6,175-99.5% | $5,354-99.4% | $11,599-99.7% |