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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 | $17,921 | $91,198-80.3% | $178,503-90.0% | $79,856-77.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 29.80% | 24.20%+5.6pp | 151.12%-121.3pp | 31.71%-1.9pp |
| Employer contribution / active EE | $1,890 | $3,257-42.0% | $5,011-62.3% | $2,471-23.5% |
| Participant deferral / active EE | $1,822 | $3,237-43.7% | $5,202-65.0% | $3,741-51.3% |
| Admin fee / account holder | $30 | $6,748-99.6% | $13,987-99.8% | $5,306-99.4% |