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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 | $19,215 | $117,895-83.7% | $102,460-81.2% | $145,897-86.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.34% | 31.92%-19.6pp | 29.47%-17.1pp | 552.29%-540.0pp |
| Employer contribution / active EE | $2,575 | $3,619-28.9% | $3,025-14.9% | $4,663-44.8% |
| Participant deferral / active EE | $2,542 | $5,736-55.7% | $5,056-49.7% | $6,689-62.0% |
| Admin fee / account holder | $91 | $13,353-99.3% | $9,460-99.0% | $13,390-99.3% |