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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 | $11,020 | $58,311-81.1% | $81,882-86.5% | $80,959-86.4% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 15.60% | 41.85%-26.3pp | 779.47%-763.9pp | 35.67%-20.1pp |
| Employer contribution / active EE | $1,149 | $2,347-51.0% | $2,916-60.6% | $2,757-58.3% |
| Participant deferral / active EE | $2,378 | $3,287-27.7% | $4,323-45.0% | $4,300-44.7% |
| Admin fee / account holder | $290 | $4,752-93.9% | $7,360-96.1% | $6,925-95.8% |