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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 | $18,188 | $110,410-83.5% | $102,437-82.2% | $145,897-87.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.29% | 24.85%-15.6pp | 24.95%-15.7pp | 552.29%-543.0pp |
| Employer contribution / active EE | $1,757 | $4,217-58.3% | $3,871-54.6% | $4,663-62.3% |
| Participant deferral / active EE | $4,517 | $5,622-19.6% | $5,060-10.7% | $6,689-32.5% |
| Admin fee / account holder | $60 | $9,745-99.4% | $8,388-99.3% | $13,390-99.6% |