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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 | $42,985 | $110,248-61.0% | $95,728-55.1% | $139,456-69.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 24.43% | 27.16%-2.7pp | 28.40%-4.0pp | 373.45%-349.0pp |
| Employer contribution / active EE | $1,317 | $3,258-59.6% | $2,835-53.5% | $4,753-72.3% |
| Participant deferral / active EE | $11,327 | $4,675+142.3% | $4,245+166.8% | $6,711+68.8% |
| Admin fee / account holder | $24 | $6,607-99.6% | $5,673-99.6% | $11,407-99.8% |