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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 | $13,463 | $97,125-86.1% | $86,233-84.4% | $137,256-90.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 24.97% | 74.19%-49.2pp | 61.39%-36.4pp | 220.34%-195.4pp |
| Employer contribution / active EE | $2,088 | $2,841-26.5% | $2,504-16.6% | $4,156-49.8% |
| Participant deferral / active EE | $3,343 | $5,180-35.5% | $4,559-26.7% | $6,407-47.8% |
| Admin fee / account holder | $43 | $9,725-99.6% | $8,342-99.5% | $12,270-99.6% |