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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 | $28,041 | $127,779-78.1% | $106,551-73.7% | $167,518-83.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 8.77% | 33.87%-25.1pp | 26.80%-18.0pp | 478.71%-469.9pp |
| Employer contribution / active EE | $950 | $3,427-72.3% | $2,819-66.3% | $4,838-80.4% |
| Participant deferral / active EE | $2,380 | $5,088-53.2% | $4,398-45.9% | $6,342-62.5% |
| Admin fee / account holder | $275 | $11,228-97.6% | $7,408-96.3% | $12,312-97.8% |