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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 | $15,567 | $85,171-81.7% | $172,752-91.0% | $72,975-78.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 26.46% | 27.32%-0.9pp | 802.97%-776.5pp | 81.01%-54.6pp |
| Employer contribution / active EE | $2,925 | $3,324-12.0% | $5,144-43.1% | $2,440+19.9% |
| Participant deferral / active EE | $2,774 | $3,260-14.9% | $5,198-46.6% | $3,608-23.1% |
| Admin fee / account holder | $213 | $5,880-96.4% | $13,955-98.5% | $5,124-95.9% |