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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 | $24,143 | $110,212-78.1% | $96,534-75.0% | $139,466-82.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 16.14% | 26.42%-10.3pp | 25.88%-9.7pp | 373.66%-357.5pp |
| Employer contribution / active EE | $5,787 | $3,620+59.8% | $2,965+95.1% | $4,754+21.7% |
| Participant deferral / active EE | $5,949 | $5,547+7.2% | $4,851+22.6% | $6,712-11.4% |
| Admin fee / account holder | $30 | $11,599-99.7% | $8,253-99.6% | $11,409-99.7% |