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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 | $17,579 | $106,247-83.5% | $96,515-81.8% | $139,466-87.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 36.06% | 38.47%-2.4pp | 35.73%+0.3pp | 373.66%-337.6pp |
| Employer contribution / active EE | $1,998 | $4,106-51.3% | $3,740-46.6% | $4,754-58.0% |
| Participant deferral / active EE | $4,959 | $5,456-9.1% | $4,880+1.6% | $6,712-26.1% |
| Admin fee / account holder | $171 | $7,885-97.8% | $6,735-97.5% | $11,409-98.5% |