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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 | $20,483 | $72,177-71.6% | $115,038-82.2% | $59,633-65.7% |
| Participation rate | 96.3% | 72.6%+23.7pp | 81.4%+14.9pp | 68.7%+27.6pp |
| Annual return | 0.01% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $12,500 | $2,841+340.0% | $4,608+171.3% | $2,203+467.5% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2 | $4,927-100.0% | $8,175-100.0% | $4,297-99.9% |