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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 | $26,895 | $124,351-78.4% | $109,188-75.4% | $167,553-83.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 18.98% | 26.04%-7.1pp | 25.76%-6.8pp | 478.89%-459.9pp |
| Employer contribution / active EE | $1,776 | $4,210-57.8% | $3,723-52.3% | $4,840-63.3% |
| Participant deferral / active EE | $6,049 | $5,257+15.1% | $4,654+30.0% | $6,343-4.6% |
| Admin fee / account holder | $0 | $7,975-100.0% | $6,755-100.0% | $12,316-100.0% |