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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 | $12,906 | $111,535-88.4% | $105,223-87.7% | $137,256-90.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.76% | 237.85%-223.1pp | 180.65%-165.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,285 | $3,939-67.4% | $3,689-65.2% | $4,156-69.1% |
| Participant deferral / active EE | $2,441 | $5,500-55.6% | $5,072-51.9% | $6,407-61.9% |
| Admin fee / account holder | $112 | $9,721-98.8% | $8,859-98.7% | $12,270-99.1% |