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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 | $21,447 | $79,449-73.0% | $189,558-88.7% | $85,856-75.0% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.5%+21.5pp | 69.3%+30.7pp |
| Annual return | 17.16% | 18.45%-1.3pp | 64.19%-47.0pp | 318.58%-301.4pp |
| Employer contribution / active EE | $1,545 | $2,081-25.7% | $4,412-65.0% | $2,565-39.8% |
| Participant deferral / active EE | $2,818 | $4,051-30.4% | $6,174-54.4% | $3,952-28.7% |
| Admin fee / account holder | $114 | $5,377-97.9% | $9,809-98.8% | $6,261-98.2% |