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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 | $6,406 | $39,028-83.6% | $80,741-92.1% | $85,856-92.5% |
| Participation rate | 100.0% | 41.6%+58.4pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 21.03% | 26.31%-5.3pp | 87.30%-66.3pp | 318.58%-297.6pp |
| Employer contribution / active EE | $3,387 | $722+368.9% | $1,160+191.9% | $2,565+32.0% |
| Participant deferral / active EE | $2,067 | $1,326+55.9% | $2,145-3.7% | $3,952-47.7% |
| Admin fee / account holder | $88 | $2,429-96.4% | $3,380-97.4% | $6,261-98.6% |