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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 | $9,419 | $39,028-75.9% | $80,741-88.3% | $85,847-89.0% |
| Participation rate | 100.0% | 41.6%+58.4pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 0.00% | 26.31%-26.3pp | 87.30%-87.3pp | 318.61%-318.6pp |
| Employer contribution / active EE | $970 | $722+34.3% | $1,160-16.4% | $2,565-62.2% |
| Participant deferral / active EE | $1,012 | $1,326-23.7% | $2,145-52.8% | $3,952-74.4% |
| Admin fee / account holder | $231 | $2,429-90.5% | $3,380-93.2% | $6,261-96.3% |