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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 | $14,900 | $104,937-85.8% | $84,628-82.4% | $152,897-90.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 26.25% | 373.88%-347.6pp | 258.80%-232.6pp | 345.43%-319.2pp |
| Employer contribution / active EE | $1,881 | $3,303-43.1% | $2,653-29.1% | $4,764-60.5% |
| Participant deferral / active EE | $3,364 | $4,690-28.3% | $3,900-13.7% | $5,851-42.5% |
| Admin fee / account holder | $200 | $6,243-96.8% | $4,914-95.9% | $11,599-98.3% |