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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 | $6,918 | $101,618-93.2% | $93,063-92.6% | $137,256-95.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 30.96% | 223.95%-193.0pp | 34.15%-3.2pp | 220.34%-189.4pp |
| Employer contribution / active EE | $1,884 | $2,707-30.4% | $2,476-23.9% | $4,156-54.7% |
| Participant deferral / active EE | $3,230 | $4,279-24.5% | $3,958-18.4% | $6,407-49.6% |
| Admin fee / account holder | $142 | $6,198-97.7% | $6,033-97.6% | $12,270-98.8% |