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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 | $9,539 | $111,535-91.4% | $105,223-90.9% | $137,256-93.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 32.54% | 237.85%-205.3pp | 180.65%-148.1pp | 220.34%-187.8pp |
| Employer contribution / active EE | $2,888 | $3,939-26.7% | $3,689-21.7% | $4,156-30.5% |
| Participant deferral / active EE | $3,611 | $5,500-34.3% | $5,072-28.8% | $6,407-43.6% |
| Admin fee / account holder | $148 | $9,721-98.5% | $8,859-98.3% | $12,270-98.8% |