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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 | $17,400 | $100,901-82.8% | $75,501-77.0% | $147,586-88.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 28.50% | 35.78%-7.3pp | 27.35%+1.1pp | 578.59%-550.1pp |
| Employer contribution / active EE | $1,502 | $3,253-53.8% | $2,352-36.1% | $4,876-69.2% |
| Participant deferral / active EE | $3,363 | $4,027-16.5% | $3,142+7.0% | $5,439-38.2% |
| Admin fee / account holder | $175 | $11,285-98.4% | $5,801-97.0% | $10,886-98.4% |