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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 | $13,949 | $50,554-72.4% | $67,681-79.4% | $87,485-84.1% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 15.10% | 17.81%-2.7pp | 590.58%-575.5pp | 26.06%-11.0pp |
| Employer contribution / active EE | $1,940 | $1,988-2.4% | $2,678-27.5% | $2,596-25.3% |
| Participant deferral / active EE | $2,632 | $2,961-11.1% | $3,976-33.8% | $4,274-38.4% |
| Admin fee / account holder | $121 | $4,132-97.1% | $6,100-98.0% | $7,775-98.4% |