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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 | $1,155 | $69,118-98.3% | $53,647-97.8% | $138,895-99.2% |
| Participation rate | 94.7% | 64.0%+30.8pp | 56.3%+38.5pp | 79.9%+14.8pp |
| Annual return | 17.12% | 248.26%-231.1pp | 358.33%-341.2pp | 145.39%-128.3pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $499 | $2,274-78.1% | $1,813-72.5% | $6,396-92.2% |
| Admin fee / account holder | $9 | $2,724-99.7% | $2,460-99.6% | $12,562-99.9% |