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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 | $23,306 | $141,004-83.5% | $112,273-79.2% | $139,466-83.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 28.03% | 32.75%-4.7pp | 30.23%-2.2pp | 373.66%-345.6pp |
| Employer contribution / active EE | $1,644 | $4,285-61.6% | $3,431-52.1% | $4,754-65.4% |
| Participant deferral / active EE | $11,137 | $5,878+89.5% | $4,800+132.0% | $6,712+65.9% |
| Admin fee / account holder | $44 | $9,959-99.6% | $7,752-99.4% | $11,409-99.6% |