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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 | $26,664 | $112,729-76.3% | $98,716-73.0% | $137,256-80.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 19.85% | 38.48%-18.6pp | 31.81%-12.0pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,807 | $2,725-33.7% | $2,279-20.7% | $4,156-56.5% |
| Participant deferral / active EE | $8,000 | $4,640+72.4% | $4,048+97.6% | $6,407+24.9% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |