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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 | $17,782 | $110,303-83.9% | $95,759-81.4% | $139,487-87.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.09% | 27.19%-5.1pp | 28.42%-6.3pp | 373.84%-351.8pp |
| Employer contribution / active EE | $1,967 | $3,261-39.7% | $2,836-30.7% | $4,755-58.6% |
| Participant deferral / active EE | $2,618 | $4,674-44.0% | $4,244-38.3% | $6,713-61.0% |
| Admin fee / account holder | $0 | $6,615-100.0% | $5,678-100.0% | $11,407-100.0% |