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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 | $26,654 | $77,416-65.6% | $69,464-61.6% | $152,897-82.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 6.38% | 39.08%-32.7pp | 28.98%-22.6pp | 345.43%-339.1pp |
| Employer contribution / active EE | $1,935 | $3,315-41.6% | $2,779-30.4% | $4,764-59.4% |
| Participant deferral / active EE | $2,646 | $4,413-40.0% | $3,536-25.2% | $5,851-54.8% |
| Admin fee / account holder | $143 | $6,208-97.7% | $3,840-96.3% | $11,599-98.8% |