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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 | $36,522 | $77,449-52.8% | $69,483-47.4% | $152,909-76.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 22.00% | 39.09%-17.1pp | 28.99%-7.0pp | 345.46%-323.5pp |
| Employer contribution / active EE | $470 | $3,316-85.8% | $2,780-83.1% | $4,764-90.1% |
| Participant deferral / active EE | $3,650 | $4,415-17.3% | $3,537+3.2% | $5,851-37.6% |
| Admin fee / account holder | $111 | $6,210-98.2% | $3,841-97.1% | $11,601-99.0% |