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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 | $13,469 | $101,063-86.7% | $81,473-83.5% | $147,586-90.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 18.69% | 32.41%-13.7pp | 38.78%-20.1pp | 578.59%-559.9pp |
| Employer contribution / active EE | $2,194 | $3,206-31.6% | $2,568-14.6% | $4,876-55.0% |
| Participant deferral / active EE | $1,492 | $4,242-64.8% | $3,537-57.8% | $5,439-72.6% |
| Admin fee / account holder | $54 | $5,812-99.1% | $4,561-98.8% | $10,886-99.5% |