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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 | $20,849 | $227,597-90.8% | $189,575-89.0% | $167,536-87.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 18.43% | 78.44%-60.0pp | 64.19%-45.8pp | 478.82%-460.4pp |
| Employer contribution / active EE | $2,494 | $5,316-53.1% | $4,412-43.5% | $4,839-48.5% |
| Participant deferral / active EE | $9,251 | $7,002+32.1% | $6,174+49.8% | $6,342+45.9% |
| Admin fee / account holder | $76 | $11,877-99.4% | $9,806-99.2% | $12,315-99.4% |