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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 | $34,890 | $117,444-70.3% | $99,479-64.9% | $152,909-77.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 12.04% | 31.87%-19.8pp | 30.72%-18.7pp | 345.46%-333.4pp |
| Employer contribution / active EE | $702 | $3,014-76.7% | $2,540-72.4% | $4,764-85.3% |
| Participant deferral / active EE | $1,173 | $4,086-71.3% | $3,619-67.6% | $5,851-79.9% |
| Admin fee / account holder | $0 | $7,635-100.0% | $6,253-100.0% | $11,601-100.0% |