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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 | $23,356 | $107,030-78.2% | $73,550-68.2% | $147,586-84.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 9.86% | 38.25%-28.4pp | -15.16%+25.0pp | 578.59%-568.7pp |
| Employer contribution / active EE | $6,941 | $1,760+294.3% | $1,219+469.3% | $4,876+42.3% |
| Participant deferral / active EE | $1,895 | $2,458-22.9% | $1,804+5.0% | $5,439-65.2% |
| Admin fee / account holder | $151 | $3,055-95.1% | $2,320-93.5% | $10,886-98.6% |