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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 | $23,513 | $134,001-82.5% | $112,258-79.1% | $134,509-82.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 6.15% | 47.15%-41.0pp | 27.47%-21.3pp | 418.13%-412.0pp |
| Employer contribution / active EE | $1,829 | $4,039-54.7% | $3,636-49.7% | $4,741-61.4% |
| Participant deferral / active EE | $12,221 | $5,291+131.0% | $4,728+158.5% | $6,400+90.9% |
| Admin fee / account holder | $213 | $7,491-97.2% | $6,411-96.7% | $11,427-98.1% |