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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 | $23,822 | $110,379-78.4% | $102,412-76.7% | $145,884-83.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.47% | 24.84%-9.4pp | 24.94%-9.5pp | 551.85%-536.4pp |
| Employer contribution / active EE | $2,212 | $4,216-47.5% | $3,870-42.8% | $4,662-52.6% |
| Participant deferral / active EE | $3,902 | $5,622-30.6% | $5,060-22.9% | $6,690-41.7% |
| Admin fee / account holder | $89 | $9,745-99.1% | $8,388-98.9% | $13,392-99.3% |