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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 | $91,198-78.2% | $178,503-88.9% | $79,856-75.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.57% | 24.20%-9.6pp | 151.12%-136.5pp | 31.71%-17.1pp |
| Employer contribution / active EE | $3,520 | $3,257+8.1% | $5,011-29.8% | $2,471+42.4% |
| Participant deferral / active EE | $2,812 | $3,237-13.1% | $5,202-46.0% | $3,741-24.8% |
| Admin fee / account holder | $252 | $6,748-96.3% | $13,987-98.2% | $5,306-95.3% |