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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 | $21,579 | $90,486-76.2% | $78,676-72.6% | $273,972-92.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 16.10% | 75.62%-59.5pp | 62.19%-46.1pp | 41.46%-25.4pp |
| Employer contribution / active EE | $2,169 | $3,175-31.7% | $2,850-23.9% | $4,869-55.5% |
| Participant deferral / active EE | $9,729 | $3,901+149.4% | $3,517+176.6% | $5,287+84.0% |
| Admin fee / account holder | $20 | $5,263-99.6% | $4,510-99.6% | $10,133-99.8% |