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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 | $108,882-80.0% | $96,754-77.5% | $154,746-85.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 22.34% | 98.39%-76.0pp | 82.04%-59.7pp | 172.34%-150.0pp |
| Employer contribution / active EE | $881 | $3,018-70.8% | $2,679-67.1% | $4,379-79.9% |
| Participant deferral / active EE | $1,610 | $5,323-69.8% | $4,758-66.2% | $6,730-76.1% |
| Admin fee / account holder | $83 | $10,200-99.2% | $8,905-99.1% | $14,365-99.4% |