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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 | $9,672 | $97,125-90.0% | $86,233-88.8% | $137,256-93.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 23.27% | 74.19%-50.9pp | 61.39%-38.1pp | 220.34%-197.1pp |
| Employer contribution / active EE | $1,246 | $2,841-56.2% | $2,504-50.3% | $4,156-70.0% |
| Participant deferral / active EE | $1,350 | $5,180-73.9% | $4,559-70.4% | $6,407-78.9% |
| Admin fee / account holder | $36 | $9,725-99.6% | $8,342-99.6% | $12,270-99.7% |