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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 | $30,042 | $106,280-71.7% | $96,538-68.9% | $139,487-78.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 27.69% | 38.48%-10.8pp | 35.74%-8.0pp | 373.84%-346.2pp |
| Employer contribution / active EE | $1,292 | $4,107-68.6% | $3,740-65.5% | $4,755-72.8% |
| Participant deferral / active EE | $3,898 | $5,457-28.6% | $4,880-20.1% | $6,713-41.9% |
| Admin fee / account holder | $108 | $7,888-98.6% | $6,737-98.4% | $11,407-99.1% |