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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 | $21,141 | $141,001-85.0% | $112,228-81.2% | $139,487-84.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 23.30% | 32.75%-9.4pp | 30.23%-6.9pp | 373.84%-350.5pp |
| Employer contribution / active EE | $3,008 | $4,285-29.8% | $3,432-12.3% | $4,755-36.7% |
| Participant deferral / active EE | $4,683 | $5,877-20.3% | $4,800-2.4% | $6,713-30.2% |
| Admin fee / account holder | $20 | $9,959-99.8% | $7,752-99.7% | $11,407-99.8% |