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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 | $58,234-81.1% | $81,783-86.5% | $80,874-86.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 15.60% | 41.70%-26.1pp | 775.05%-759.5pp | 35.62%-20.0pp |
| Employer contribution / active EE | $1,149 | $2,341-50.9% | $2,913-60.6% | $2,756-58.3% |
| Participant deferral / active EE | $2,378 | $3,283-27.6% | $4,320-45.0% | $4,297-44.7% |
| Admin fee / account holder | $290 | $4,982-94.2% | $7,380-96.1% | $6,935-95.8% |