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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 | $12,712 | $110,410-88.5% | $102,437-87.6% | $145,897-91.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 17.07% | 24.85%-7.8pp | 24.95%-7.9pp | 552.29%-535.2pp |
| Employer contribution / active EE | $1,302 | $4,217-69.1% | $3,871-66.4% | $4,663-72.1% |
| Participant deferral / active EE | $2,404 | $5,622-57.2% | $5,060-52.5% | $6,689-64.1% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |