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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 | $21,229 | $90,486-76.5% | $78,676-73.0% | $273,972-92.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.89% | 75.62%-67.7pp | 62.19%-54.3pp | 41.46%-33.6pp |
| Employer contribution / active EE | $1,549 | $3,175-51.2% | $2,850-45.6% | $4,869-68.2% |
| Participant deferral / active EE | $2,920 | $3,901-25.1% | $3,517-17.0% | $5,287-44.8% |
| Admin fee / account holder | $108 | $5,263-98.0% | $4,510-97.6% | $10,133-98.9% |