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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 | $19,909 | $124,351-84.0% | $109,188-81.8% | $167,553-88.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.15% | 26.04%-10.9pp | 25.76%-10.6pp | 478.89%-463.7pp |
| Employer contribution / active EE | $2,246 | $4,210-46.7% | $3,723-39.7% | $4,840-53.6% |
| Participant deferral / active EE | $3,023 | $5,257-42.5% | $4,654-35.0% | $6,343-52.3% |
| Admin fee / account holder | $20 | $7,975-99.7% | $6,755-99.7% | $12,316-99.8% |