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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 | $14,476 | $112,729-87.2% | $98,716-85.3% | $137,256-89.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 23.62% | 38.48%-14.9pp | 31.81%-8.2pp | 220.34%-196.7pp |
| Employer contribution / active EE | $1,485 | $2,725-45.5% | $2,279-34.8% | $4,156-64.3% |
| Participant deferral / active EE | $2,305 | $4,640-50.3% | $4,048-43.1% | $6,407-64.0% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |