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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 | $25,717 | $103,038-75.0% | $90,324-71.5% | $152,909-83.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 16.87% | 95.25%-78.4pp | 78.15%-61.3pp | 345.46%-328.6pp |
| Employer contribution / active EE | $945 | $3,141-69.9% | $2,856-66.9% | $4,764-80.2% |
| Participant deferral / active EE | $3,757 | $4,282-12.3% | $3,885-3.3% | $5,851-35.8% |
| Admin fee / account holder | $229 | $6,177-96.3% | $5,356-95.7% | $11,601-98.0% |