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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 | $34,437 | $211,224-83.7% | $178,505-80.7% | $145,897-76.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.61% | 30.28%-15.7pp | 27.16%-12.5pp | 552.29%-537.7pp |
| Employer contribution / active EE | $1,000 | $4,577-78.1% | $3,955-74.7% | $4,663-78.6% |
| Participant deferral / active EE | $6,865 | $6,966-1.4% | $6,280+9.3% | $6,689+2.6% |
| Admin fee / account holder | $63 | $12,109-99.5% | $10,428-99.4% | $13,390-99.5% |