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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 | $36,524 | $115,814-68.5% | $101,275-63.9% | $158,982-77.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.34% | 56.16%-43.8pp | 46.48%-34.1pp | 302.99%-290.7pp |
| Employer contribution / active EE | $759 | $4,176-81.8% | $3,660-79.3% | $4,763-84.1% |
| Participant deferral / active EE | $1,860 | $4,958-62.5% | $4,371-57.4% | $5,983-68.9% |
| Admin fee / account holder | $10 | $7,249-99.9% | $5,948-99.8% | $11,252-99.9% |