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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 | $7,620 | $58,258-86.9% | $81,820-90.7% | $80,925-90.6% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 14.11% | 41.76%-27.7pp | 777.93%-763.8pp | 35.65%-21.5pp |
| Employer contribution / active EE | $386 | $2,345-83.5% | $2,915-86.7% | $2,756-86.0% |
| Participant deferral / active EE | $3,095 | $3,284-5.7% | $4,323-28.4% | $4,299-28.0% |
| Admin fee / account holder | $235 | $4,976-95.3% | $7,391-96.8% | $6,940-96.6% |