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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 | $9,462 | $101,618-90.7% | $93,063-89.8% | $137,256-93.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 20.34% | 223.95%-203.6pp | 34.15%-13.8pp | 220.34%-200.0pp |
| Employer contribution / active EE | $750 | $2,707-72.3% | $2,476-69.7% | $4,156-82.0% |
| Participant deferral / active EE | $2,599 | $4,279-39.3% | $3,958-34.3% | $6,407-59.4% |
| Admin fee / account holder | $85 | $6,198-98.6% | $6,033-98.6% | $12,270-99.3% |