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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 | $12,401 | $105,929-88.3% | $81,716-84.8% | $158,966-92.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 18.00% | 38.19%-20.2pp | 29.49%-11.5pp | 302.95%-284.9pp |
| Employer contribution / active EE | $1,923 | $7,802-75.4% | $4,310-55.4% | $4,762-59.6% |
| Participant deferral / active EE | $2,623 | $13,007-79.8% | $7,108-63.1% | $5,983-56.2% |
| Admin fee / account holder | $60 | $8,492-99.3% | $5,159-98.8% | $11,250-99.5% |