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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 | $14,361 | $109,372-86.9% | $89,414-83.9% | $158,966-91.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 16.35% | 345.55%-329.2pp | 245.50%-229.2pp | 302.95%-286.6pp |
| Employer contribution / active EE | $1,579 | $3,171-50.2% | $2,586-39.0% | $4,762-66.9% |
| Participant deferral / active EE | $2,854 | $4,598-37.9% | $3,890-26.6% | $5,983-52.3% |
| Admin fee / account holder | $228 | $6,156-96.3% | $4,883-95.3% | $11,250-98.0% |