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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 | $12,160 | $103,008-88.2% | $90,304-86.5% | $152,897-92.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 40.23% | 95.22%-55.0pp | 78.13%-37.9pp | 345.43%-305.2pp |
| Employer contribution / active EE | $734 | $3,139-76.6% | $2,855-74.3% | $4,764-84.6% |
| Participant deferral / active EE | $6,188 | $4,281+44.5% | $3,885+59.3% | $5,851+5.7% |
| Admin fee / account holder | $29 | $6,175-99.5% | $5,354-99.5% | $11,599-99.7% |