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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 | $30,210 | $141,004-78.6% | $112,273-73.1% | $139,466-78.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 22.60% | 32.75%-10.2pp | 30.23%-7.6pp | 373.66%-351.1pp |
| Employer contribution / active EE | $1,758 | $4,285-59.0% | $3,431-48.8% | $4,754-63.0% |
| Participant deferral / active EE | $7,904 | $5,878+34.5% | $4,800+64.7% | $6,712+17.8% |
| Admin fee / account holder | $111 | $9,959-98.9% | $7,752-98.6% | $11,409-99.0% |