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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 | $6,969 | $97,125-92.8% | $86,233-91.9% | $137,256-94.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 24.67% | 74.19%-49.5pp | 61.39%-36.7pp | 220.34%-195.7pp |
| Employer contribution / active EE | $1,454 | $2,841-48.8% | $2,504-41.9% | $4,156-65.0% |
| Participant deferral / active EE | $2,396 | $5,180-53.7% | $4,559-47.4% | $6,407-62.6% |
| Admin fee / account holder | $31 | $9,725-99.7% | $8,342-99.6% | $12,270-99.7% |