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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 | $22,243 | $99,652-77.7% | $78,778-71.8% | $147,586-84.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 17.24% | 47.28%-30.0pp | 35.62%-18.4pp | 578.59%-561.4pp |
| Employer contribution / active EE | $1,796 | $2,796-35.8% | $1,986-9.6% | $4,876-63.2% |
| Participant deferral / active EE | $2,439 | $3,664-33.4% | $2,958-17.5% | $5,439-55.2% |
| Admin fee / account holder | $126 | $7,155-98.2% | $5,134-97.5% | $10,886-98.8% |