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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 | $13,222 | $72,071-81.7% | $68,368-80.7% | $137,256-90.4% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 26.15% | 353.14%-327.0pp | 292.57%-266.4pp | 220.34%-194.2pp |
| Employer contribution / active EE | $1,279 | $2,788-54.1% | $2,649-51.7% | $4,156-69.2% |
| Participant deferral / active EE | $2,266 | $4,410-48.6% | $4,123-45.0% | $6,407-64.6% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |