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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 | $5,360 | $88,815-94.0% | $81,882-93.5% | $145,897-96.3% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 12.80% | 1033.75%-1020.9pp | 779.47%-766.7pp | 552.29%-539.5pp |
| Employer contribution / active EE | $396 | $3,086-87.2% | $2,916-86.4% | $4,663-91.5% |
| Participant deferral / active EE | $1,137 | $4,647-75.5% | $4,323-73.7% | $6,689-83.0% |
| Admin fee / account holder | $73 | $8,434-99.1% | $7,360-99.0% | $13,390-99.5% |