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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 | $17,801 | $107,015-83.4% | $73,545-75.8% | $147,585-87.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 15.34% | 38.25%-22.9pp | -15.16%+30.5pp | 578.57%-563.2pp |
| Employer contribution / active EE | $1,523 | $1,760-13.5% | $1,219+24.9% | $4,876-68.8% |
| Participant deferral / active EE | $2,128 | $2,462-13.6% | $1,806+17.8% | $5,439-60.9% |
| Admin fee / account holder | $40 | $3,055-98.7% | $2,320-98.3% | $10,885-99.6% |