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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 | $15,367 | $103,008-85.1% | $90,304-83.0% | $152,897-89.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.63% | 95.22%-72.6pp | 78.13%-55.5pp | 345.43%-322.8pp |
| Employer contribution / active EE | $1,282 | $3,139-59.2% | $2,855-55.1% | $4,764-73.1% |
| Participant deferral / active EE | $3,312 | $4,281-22.6% | $3,885-14.7% | $5,851-43.4% |
| Admin fee / account holder | $172 | $6,175-97.2% | $5,354-96.8% | $11,599-98.5% |