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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 | $23,599 | $107,015-77.9% | $73,545-67.9% | $147,585-84.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 21.61% | 38.25%-16.6pp | -15.16%+36.8pp | 578.58%-557.0pp |
| Employer contribution / active EE | $2,867 | $1,760+62.9% | $1,219+135.2% | $4,876-41.2% |
| Participant deferral / active EE | $8,675 | $2,462+252.4% | $1,806+380.3% | $5,439+59.5% |
| Admin fee / account holder | $234 | $3,055-92.3% | $2,320-89.9% | $10,886-97.8% |