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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 | $19,859 | $91,167-78.2% | $178,498-88.9% | $79,858-75.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.57% | 24.19%-9.6pp | 151.09%-136.5pp | 31.72%-17.1pp |
| Employer contribution / active EE | $3,520 | $3,255+8.1% | $5,011-29.8% | $2,471+42.4% |
| Participant deferral / active EE | $2,812 | $3,236-13.1% | $5,202-45.9% | $3,740-24.8% |
| Admin fee / account holder | $252 | $6,747-96.3% | $13,985-98.2% | $5,306-95.3% |