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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 | $16,746 | $104,694-84.0% | $85,709-80.5% | $167,536-90.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 11.54% | 21.45%-9.9pp | 21.49%-9.9pp | 478.82%-467.3pp |
| Employer contribution / active EE | $3,011 | $3,337-9.8% | $2,619+15.0% | $4,839-37.8% |
| Participant deferral / active EE | $1,873 | $4,826-61.2% | $3,924-52.3% | $6,342-70.5% |
| Admin fee / account holder | $0 | $10,035-100.0% | $6,876-100.0% | $12,315-100.0% |