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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 | $28,790 | $106,247-72.9% | $96,515-70.2% | $139,466-79.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.73% | 38.47%-17.7pp | 35.73%-15.0pp | 373.66%-352.9pp |
| Employer contribution / active EE | $1,739 | $4,106-57.7% | $3,740-53.5% | $4,754-63.4% |
| Participant deferral / active EE | $4,493 | $5,456-17.6% | $4,880-7.9% | $6,712-33.1% |
| Admin fee / account holder | $30 | $7,885-99.6% | $6,735-99.6% | $11,409-99.7% |