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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 | $20,046 | $81,664-75.5% | $70,476-71.6% | $158,966-87.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 14.79% | 208.59%-193.8pp | 109.12%-94.3pp | 302.95%-288.2pp |
| Employer contribution / active EE | $1,160 | $3,219-63.9% | $2,738-57.6% | $4,762-75.6% |
| Participant deferral / active EE | $1,636 | $4,556-64.1% | $3,710-55.9% | $5,983-72.7% |
| Admin fee / account holder | $26 | $6,197-99.6% | $3,847-99.3% | $11,250-99.8% |