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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 | $99,053-86.0% | $88,179-84.2% | $138,895-90.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 30.21% | 78.17%-48.0pp | 64.97%-34.8pp | 145.39%-115.2pp |
| Employer contribution / active EE | $1,772 | $2,882-38.5% | $2,549-30.5% | $4,194-57.8% |
| Participant deferral / active EE | $3,945 | $5,225-24.5% | $4,614-14.5% | $6,396-38.3% |
| Admin fee / account holder | $118 | $8,748-98.7% | $7,673-98.5% | $12,562-99.1% |