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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 | $24,092 | $115,814-79.2% | $101,275-76.2% | $158,982-84.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.72% | 56.16%-38.4pp | 46.48%-28.8pp | 302.99%-285.3pp |
| Employer contribution / active EE | $1,774 | $4,176-57.5% | $3,660-51.5% | $4,763-62.8% |
| Participant deferral / active EE | $3,814 | $4,958-23.1% | $4,371-12.7% | $5,983-36.3% |
| Admin fee / account holder | $285 | $7,249-96.1% | $5,948-95.2% | $11,252-97.5% |