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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 | $23,873 | $117,846-79.7% | $102,434-76.7% | $145,884-83.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.89% | 31.90%-21.0pp | 29.46%-18.6pp | 551.85%-541.0pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $11,036 | $5,733+92.5% | $5,055+118.3% | $6,690+65.0% |
| Admin fee / account holder | $249 | $13,356-98.1% | $9,462-97.4% | $13,392-98.1% |