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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 | $15,235 | $107,030-85.8% | $73,550-79.3% | $147,586-89.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 28.23% | 38.25%-10.0pp | -15.16%+43.4pp | 578.59%-550.4pp |
| Employer contribution / active EE | $1,994 | $1,760+13.3% | $1,219+63.5% | $4,876-59.1% |
| Participant deferral / active EE | $6,197 | $2,458+152.1% | $1,804+243.5% | $5,439+13.9% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |