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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 | $27,464 | $83,337-67.0% | $67,834-59.5% | $273,972-90.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 11.25% | 259.45%-248.2pp | 138.47%-127.2pp | 41.46%-30.2pp |
| Employer contribution / active EE | $3,650 | $3,287+11.0% | $2,403+51.9% | $4,869-25.0% |
| Participant deferral / active EE | $1,904 | $4,088-53.4% | $3,160-39.7% | $5,287-64.0% |
| Admin fee / account holder | $272 | $6,752-96.0% | $4,622-94.1% | $10,133-97.3% |