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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 | $13,895 | $97,125-85.7% | $86,233-83.9% | $137,256-89.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 30.21% | 74.19%-44.0pp | 61.39%-31.2pp | 220.34%-190.1pp |
| Employer contribution / active EE | $1,772 | $2,841-37.6% | $2,504-29.3% | $4,156-57.4% |
| Participant deferral / active EE | $3,945 | $5,180-23.8% | $4,559-13.5% | $6,407-38.4% |
| Admin fee / account holder | $118 | $9,725-98.8% | $8,342-98.6% | $12,270-99.0% |