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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 | $22,549 | $211,239-89.3% | $178,528-87.4% | $145,877-84.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.43% | 30.22%-16.8pp | 27.11%-13.7pp | 551.28%-537.9pp |
| Employer contribution / active EE | $2,447 | $4,570-46.5% | $3,950-38.1% | $4,663-47.5% |
| Participant deferral / active EE | $5,902 | $6,963-15.2% | $6,278-6.0% | $6,691-11.8% |
| Admin fee / account holder | $21 | $12,095-99.8% | $10,419-99.8% | $13,402-99.8% |