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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 | $9,026 | $35,183-74.3% | $73,550-87.7% | $70,126-87.1% |
| Participation rate | 100.0% | 42.9%+57.1pp | 54.9%+45.1pp | 69.5%+30.5pp |
| Annual return | 20.87% | 26.90%-6.0pp | -15.16%+36.0pp | 73.15%-52.3pp |
| Employer contribution / active EE | $2,417 | $709+241.0% | $1,219+98.2% | $2,343+3.2% |
| Participant deferral / active EE | $2,389 | $1,220+95.8% | $1,804+32.4% | $3,332-28.3% |
| Admin fee / account holder | $75 | $2,302-96.7% | $2,320-96.7% | $4,645-98.4% |