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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 | $14,060 | $45,050-68.8% | $63,018-77.7% | $70,126-80.0% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 23.28% | 18.76%+4.5pp | 87.62%-64.3pp | 73.15%-49.9pp |
| Employer contribution / active EE | $1,035 | $2,052-49.5% | $2,761-62.5% | $2,343-55.8% |
| Participant deferral / active EE | $5,404 | $2,466+119.2% | $3,330+62.3% | $3,332+62.2% |
| Admin fee / account holder | $129 | $2,834-95.4% | $3,601-96.4% | $4,645-97.2% |