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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 | $25,137 | $101,342-75.2% | - | $158,966-84.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | - | 82.0%+18.0pp |
| Annual return | 20.75% | 35.92%-15.2pp | - | 302.95%-282.2pp |
| Employer contribution / active EE | $748 | $3,741-80.0% | - | $4,762-84.3% |
| Participant deferral / active EE | $10,542 | $4,815+118.9% | - | $5,983+76.2% |
| Admin fee / account holder | $0 | $2,869-100.0% | - | $11,250-100.0% |