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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 | $7,705 | $39,028-80.3% | $80,741-90.5% | $85,847-91.0% |
| Participation rate | 100.0% | 41.6%+58.4pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 20.38% | 26.31%-5.9pp | 87.30%-66.9pp | 318.61%-298.2pp |
| Employer contribution / active EE | $2,423 | $722+235.5% | $1,160+108.8% | $2,565-5.6% |
| Participant deferral / active EE | $1,182 | $1,326-10.8% | $2,145-44.9% | $3,952-70.1% |
| Admin fee / account holder | $257 | $2,429-89.4% | $3,380-92.4% | $6,261-95.9% |