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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 | $108,882-87.6% | $96,754-86.1% | $154,746-91.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 24.97% | 98.39%-73.4pp | 82.04%-57.1pp | 172.34%-147.4pp |
| Employer contribution / active EE | $2,088 | $3,018-30.8% | $2,679-22.1% | $4,379-52.3% |
| Participant deferral / active EE | $3,343 | $5,323-37.2% | $4,758-29.7% | $6,730-50.3% |
| Admin fee / account holder | $43 | $10,200-99.6% | $8,905-99.5% | $14,365-99.7% |