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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 | $22,578 | $99,053-77.2% | $88,179-74.4% | $138,895-83.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 13.41% | 78.17%-64.8pp | 64.97%-51.6pp | 145.39%-132.0pp |
| Employer contribution / active EE | $2,428 | $2,882-15.7% | $2,549-4.7% | $4,194-42.1% |
| Participant deferral / active EE | $5,791 | $5,225+10.8% | $4,614+25.5% | $6,396-9.5% |
| Admin fee / account holder | $80 | $8,748-99.1% | $7,673-99.0% | $12,562-99.4% |