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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 | $31,070 | $82,028-62.1% | $123,105-74.8% | $59,633-47.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 11.07% | 5.12%+6.0pp | 13.22%-2.1pp | 2041.45%-2030.4pp |
| Employer contribution / active EE | $1,959 | $3,297-40.6% | $5,151-62.0% | $2,203-11.0% |
| Participant deferral / active EE | $2,531 | $4,667-45.8% | $6,229-59.4% | $3,192-20.7% |
| Admin fee / account holder | $253 | $5,879-95.7% | $9,014-97.2% | $4,297-94.1% |