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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 | $9,069 | $58,275-84.4% | $81,844-88.9% | $80,935-88.8% |
| Participation rate | 97.0% | 63.5%+33.5pp | 72.4%+24.6pp | 67.7%+29.3pp |
| Annual return | 13.00% | 41.82%-28.8pp | 778.87%-765.9pp | 35.66%-22.7pp |
| Employer contribution / active EE | $836 | $2,346-64.3% | $2,916-71.3% | $2,757-69.7% |
| Participant deferral / active EE | $2,975 | $3,285-9.4% | $4,323-31.2% | $4,299-30.8% |
| Admin fee / account holder | $50 | $4,749-98.9% | $7,355-99.3% | $6,924-99.3% |