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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 | $39,910 | $228,395-82.5% | $185,861-78.5% | $158,982-74.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 28.20% | 40.82%-12.6pp | 35.96%-7.8pp | 302.99%-274.8pp |
| Employer contribution / active EE | $1,028 | $4,968-79.3% | $4,088-74.9% | $4,763-78.4% |
| Participant deferral / active EE | $7,677 | $6,417+19.6% | $5,634+36.3% | $5,983+28.3% |
| Admin fee / account holder | $20 | $11,869-99.8% | $9,503-99.8% | $11,252-99.8% |