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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 | $15,949 | $100,901-84.2% | $75,501-78.9% | $147,586-89.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 20.16% | 35.78%-15.6pp | 27.35%-7.2pp | 578.59%-558.4pp |
| Employer contribution / active EE | $1,456 | $3,253-55.3% | $2,352-38.1% | $4,876-70.2% |
| Participant deferral / active EE | $4,840 | $4,027+20.2% | $3,142+54.0% | $5,439-11.0% |
| Admin fee / account holder | $18 | $11,285-99.8% | $5,801-99.7% | $10,886-99.8% |