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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 | $18,053 | $108,285-83.3% | $77,552-76.7% | $158,982-88.6% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 20.52% | 31.69%-11.2pp | 54.82%-34.3pp | 302.99%-282.5pp |
| Employer contribution / active EE | $1,778 | $1,325+34.2% | $987+80.2% | $4,763-62.7% |
| Participant deferral / active EE | $3,900 | $2,455+58.8% | $1,861+109.6% | $5,983-34.8% |
| Admin fee / account holder | $195 | $3,709-94.7% | $2,859-93.2% | $11,252-98.3% |