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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 | $19,370 | $106,280-81.8% | $96,538-79.9% | $139,487-86.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 28.79% | 38.48%-9.7pp | 35.74%-7.0pp | 373.84%-345.1pp |
| Employer contribution / active EE | $2,073 | $4,107-49.5% | $3,740-44.6% | $4,755-56.4% |
| Participant deferral / active EE | $5,641 | $5,457+3.4% | $4,880+15.6% | $6,713-16.0% |
| Admin fee / account holder | $13 | $7,888-99.8% | $6,737-99.8% | $11,407-99.9% |