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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 | $16,534 | $91,179-81.9% | $178,499-90.7% | $79,852-79.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 25.22% | 24.19%+1.0pp | 151.10%-125.9pp | 31.72%-6.5pp |
| Employer contribution / active EE | $4,813 | $3,256+47.8% | $5,011-4.0% | $2,471+94.8% |
| Participant deferral / active EE | $1,278 | $3,236-60.5% | $5,202-75.4% | $3,740-65.8% |
| Admin fee / account holder | $163 | $6,749-97.6% | $13,986-98.8% | $5,306-96.9% |