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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 | $17,675 | $211,224-91.6% | $178,505-90.1% | $145,897-87.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.86% | 30.28%-16.4pp | 27.16%-13.3pp | 552.29%-538.4pp |
| Employer contribution / active EE | $1,370 | $4,577-70.1% | $3,955-65.4% | $4,663-70.6% |
| Participant deferral / active EE | $3,944 | $6,966-43.4% | $6,280-37.2% | $6,689-41.0% |
| Admin fee / account holder | $81 | $12,109-99.3% | $10,428-99.2% | $13,390-99.4% |