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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 | $10,664 | $29,733-64.1% | $56,025-81.0% | $80,959-86.8% |
| Participation rate | 77.8% | 41.7%+36.1pp | 52.5%+25.3pp | 67.7%+10.1pp |
| Annual return | 14.15% | 35.28%-21.1pp | 1712.69%-1698.5pp | 35.67%-21.5pp |
| Employer contribution / active EE | $1,254 | $672+86.7% | $1,042+20.4% | $2,757-54.5% |
| Participant deferral / active EE | $1,634 | $1,229+32.9% | $1,955-16.4% | $4,300-62.0% |
| Admin fee / account holder | $26 | $2,434-98.9% | $2,828-99.1% | $6,925-99.6% |