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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 | $33,059 | $110,379-70.0% | $102,412-67.7% | $145,884-77.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.77% | 24.84%-7.1pp | 24.94%-7.2pp | 551.85%-534.1pp |
| Employer contribution / active EE | $2,095 | $4,216-50.3% | $3,870-45.9% | $4,662-55.1% |
| Participant deferral / active EE | $4,192 | $5,622-25.4% | $5,060-17.2% | $6,690-37.3% |
| Admin fee / account holder | $13 | $9,745-99.9% | $8,388-99.9% | $13,392-99.9% |