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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 | $25,132 | $139,948-82.0% | $121,663-79.3% | $154,746-83.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 23.80% | 230.52%-206.7pp | 147.54%-123.7pp | 172.34%-148.5pp |
| Employer contribution / active EE | $1,208 | $3,521-65.7% | $3,020-60.0% | $4,379-72.4% |
| Participant deferral / active EE | $4,913 | $5,629-12.7% | $4,887+0.5% | $6,730-27.0% |
| Admin fee / account holder | $240 | $17,321-98.6% | $14,289-98.3% | $14,365-98.3% |