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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 | $23,669 | $103,038-77.0% | $90,324-73.8% | $152,909-84.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 25.00% | 95.25%-70.3pp | 78.15%-53.2pp | 345.46%-320.5pp |
| Employer contribution / active EE | $2,616 | $3,141-16.7% | $2,856-8.4% | $4,764-45.1% |
| Participant deferral / active EE | $3,969 | $4,282-7.3% | $3,885+2.2% | $5,851-32.2% |
| Admin fee / account holder | $238 | $6,177-96.1% | $5,356-95.6% | $11,601-97.9% |