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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 | $12,828 | $103,038-87.5% | $90,324-85.8% | $152,909-91.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.99% | 95.25%-73.3pp | 78.15%-56.2pp | 345.46%-323.5pp |
| Employer contribution / active EE | $1,437 | $3,141-54.2% | $2,856-49.7% | $4,764-69.8% |
| Participant deferral / active EE | $1,975 | $4,282-53.9% | $3,885-49.2% | $5,851-66.2% |
| Admin fee / account holder | $116 | $6,177-98.1% | $5,356-97.8% | $11,601-99.0% |