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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 | $23,150 | $211,224-89.0% | $178,505-87.0% | $145,897-84.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.22% | 30.28%-15.1pp | 27.16%-11.9pp | 552.29%-537.1pp |
| Employer contribution / active EE | $2,700 | $4,577-41.0% | $3,955-31.7% | $4,663-42.1% |
| Participant deferral / active EE | $2,700 | $6,966-61.2% | $6,280-57.0% | $6,689-59.6% |
| Admin fee / account holder | $158 | $12,109-98.7% | $10,428-98.5% | $13,390-98.8% |