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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 | $20,888 | $51,638-59.5% | $68,368-69.4% | $82,448-74.7% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 17.74% | 37.53%-19.8pp | 292.57%-274.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $886 | $2,047-56.7% | $2,649-66.5% | $2,551-65.2% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $4,643-100.0% | $5,150-100.0% | $7,234-100.0% |