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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 | $21,801 | $99,053-78.0% | $88,179-75.3% | $138,895-84.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 22.34% | 78.17%-55.8pp | 64.97%-42.6pp | 145.39%-123.1pp |
| Employer contribution / active EE | $881 | $2,882-69.4% | $2,549-65.5% | $4,194-79.0% |
| Participant deferral / active EE | $1,610 | $5,225-69.2% | $4,614-65.1% | $6,396-74.8% |
| Admin fee / account holder | $83 | $8,748-99.1% | $7,673-98.9% | $12,562-99.3% |