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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 | $16,041 | $53,127-69.8% | $86,597-81.5% | $70,131-77.1% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.32% | 27.66%-13.3pp | 964.96%-950.6pp | 73.14%-58.8pp |
| Employer contribution / active EE | $1,666 | $2,068-19.4% | $2,840-41.3% | $2,342-28.9% |
| Participant deferral / active EE | $1,636 | $2,696-39.3% | $3,609-54.7% | $3,332-50.9% |
| Admin fee / account holder | $16 | $3,585-99.5% | $4,906-99.7% | $4,645-99.7% |