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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 | $117,829-83.7% | $102,423-81.2% | $145,877-86.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.34% | 31.83%-19.5pp | 29.42%-17.1pp | 551.28%-538.9pp |
| Employer contribution / active EE | $2,575 | $3,615-28.8% | $3,023-14.8% | $4,663-44.8% |
| Participant deferral / active EE | $2,542 | $5,732-55.7% | $5,054-49.7% | $6,691-62.0% |
| Admin fee / account holder | $91 | $13,335-99.3% | $9,455-99.0% | $13,402-99.3% |