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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 | $14,818 | $87,542-83.1% | $75,782-80.4% | $125,393-88.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 21.13% | 13.48%+7.6pp | 9.68%+11.4pp | 282.23%-261.1pp |
| Employer contribution / active EE | $1,151 | $3,930-70.7% | $3,323-65.4% | $4,866-76.3% |
| Participant deferral / active EE | $1,349 | $4,229-68.1% | $3,652-63.1% | $5,351-74.8% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,300-100.0% | $9,541-100.0% |