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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 | $19,532 | $117,846-83.4% | $102,434-80.9% | $145,884-86.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.50% | 31.90%-13.4pp | 29.46%-11.0pp | 551.85%-533.4pp |
| Employer contribution / active EE | $2,233 | $3,615-38.2% | $3,023-26.1% | $4,662-52.1% |
| Participant deferral / active EE | $4,479 | $5,733-21.9% | $5,055-11.4% | $6,690-33.0% |
| Admin fee / account holder | $35 | $13,356-99.7% | $9,462-99.6% | $13,392-99.7% |