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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 | $15,895 | $108,212-85.3% | $77,513-79.5% | $158,966-90.0% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 21.19% | 31.67%-10.5pp | 54.81%-33.6pp | 302.95%-281.8pp |
| Employer contribution / active EE | $305 | $1,325-77.0% | $987-69.1% | $4,762-93.6% |
| Participant deferral / active EE | $7,091 | $2,455+188.8% | $1,861+281.0% | $5,983+18.5% |
| Admin fee / account holder | $156 | $3,709-95.8% | $2,859-94.6% | $11,250-98.6% |