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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 | $23,674 | $111,535-78.8% | $105,223-77.5% | $137,256-82.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 242.76% | 237.85%+4.9pp | 180.65%+62.1pp | 220.34%+22.4pp |
| Employer contribution / active EE | $1,412 | $3,939-64.2% | $3,689-61.7% | $4,156-66.0% |
| Participant deferral / active EE | $2,734 | $5,500-50.3% | $5,072-46.1% | $6,407-57.3% |
| Admin fee / account holder | $46 | $9,721-99.5% | $8,859-99.5% | $12,270-99.6% |