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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 | $9,050 | $97,125-90.7% | $86,233-89.5% | $137,256-93.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 25.11% | 74.19%-49.1pp | 61.39%-36.3pp | 220.34%-195.2pp |
| Employer contribution / active EE | $1,138 | $2,841-59.9% | $2,504-54.5% | $4,156-72.6% |
| Participant deferral / active EE | $2,182 | $5,180-57.9% | $4,559-52.1% | $6,407-65.9% |
| Admin fee / account holder | $59 | $9,725-99.4% | $8,342-99.3% | $12,270-99.5% |