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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 | $21,810 | $97,125-77.5% | $86,233-74.7% | $137,256-84.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 12.44% | 74.19%-61.8pp | 61.39%-49.0pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,525 | $2,841-46.3% | $2,504-39.1% | $4,156-63.3% |
| Participant deferral / active EE | $1,881 | $5,180-63.7% | $4,559-58.7% | $6,407-70.6% |
| Admin fee / account holder | $50 | $9,725-99.5% | $8,342-99.4% | $12,270-99.6% |