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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 | $32,523 | $111,535-70.8% | $105,223-69.1% | $137,256-76.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 29.74% | 237.85%-208.1pp | 180.65%-150.9pp | 220.34%-190.6pp |
| Employer contribution / active EE | $1,440 | $3,939-63.4% | $3,689-61.0% | $4,156-65.4% |
| Participant deferral / active EE | $10,800 | $5,500+96.4% | $5,072+112.9% | $6,407+68.6% |
| Admin fee / account holder | $104 | $9,721-98.9% | $8,859-98.8% | $12,270-99.2% |