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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 | $10,414 | $51,638-79.8% | $129,406-92.0% | $80,959-87.1% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 12.54% | 20.78%-8.2pp | 9468.18%-9455.6pp | 35.67%-23.1pp |
| Employer contribution / active EE | $1,641 | $1,584+3.6% | $4,155-60.5% | $2,757-40.5% |
| Participant deferral / active EE | $2,163 | $2,670-19.0% | $4,167-48.1% | $4,300-49.7% |
| Admin fee / account holder | $299 | $4,313-93.1% | $7,689-96.1% | $6,925-95.7% |