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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 | $12,689 | $103,038-87.7% | $90,324-86.0% | $152,909-91.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.34% | 95.25%-73.9pp | 78.15%-56.8pp | 345.46%-324.1pp |
| Employer contribution / active EE | $1,247 | $3,141-60.3% | $2,856-56.3% | $4,764-73.8% |
| Participant deferral / active EE | $3,039 | $4,282-29.0% | $3,885-21.8% | $5,851-48.1% |
| Admin fee / account holder | $102 | $6,177-98.3% | $5,356-98.1% | $11,601-99.1% |