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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 | $17,276 | $97,020-82.2% | $83,327-79.3% | $135,380-87.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 55.63% | 12.31%+43.3pp | 10.64%+45.0pp | 519.81%-464.2pp |
| Employer contribution / active EE | $904 | $4,144-78.2% | $3,379-73.3% | $4,779-81.1% |
| Participant deferral / active EE | $2,018 | $5,964-66.2% | $5,565-63.7% | $5,609-64.0% |
| Admin fee / account holder | $3 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |