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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 | $31,823 | $97,125-67.2% | $86,233-63.1% | $137,256-76.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 15.55% | 74.19%-58.6pp | 61.39%-45.8pp | 220.34%-204.8pp |
| Employer contribution / active EE | $5,000 | $2,841+76.0% | $2,504+99.7% | $4,156+20.3% |
| Participant deferral / active EE | $3,360 | $5,180-35.1% | $4,559-26.3% | $6,407-47.6% |
| Admin fee / account holder | $112 | $9,725-98.8% | $8,342-98.7% | $12,270-99.1% |