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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 | $19,354 | $103,008-81.2% | $90,304-78.6% | $152,897-87.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 15.56% | 95.22%-79.7pp | 78.13%-62.6pp | 345.43%-329.9pp |
| Employer contribution / active EE | $2,133 | $3,139-32.1% | $2,855-25.3% | $4,764-55.2% |
| Participant deferral / active EE | $870 | $4,281-79.7% | $3,885-77.6% | $5,851-85.1% |
| Admin fee / account holder | $17 | $6,175-99.7% | $5,354-99.7% | $11,599-99.9% |