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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 | $13,949 | $51,184-72.7% | $66,439-79.0% | $86,983-84.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 15.10% | 17.07%-2.0pp | 757.66%-742.6pp | 25.83%-10.7pp |
| Employer contribution / active EE | $1,940 | $2,023-4.1% | $2,637-26.4% | $2,584-24.9% |
| Participant deferral / active EE | $2,632 | $2,927-10.1% | $3,876-32.1% | $4,194-37.2% |
| Admin fee / account holder | $121 | $4,154-97.1% | $6,173-98.0% | $7,856-98.5% |