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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 | $23,409 | $106,247-78.0% | $96,515-75.7% | $139,466-83.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 21.83% | 38.47%-16.6pp | 35.73%-13.9pp | 373.66%-351.8pp |
| Employer contribution / active EE | $1,788 | $4,106-56.4% | $3,740-52.2% | $4,754-62.4% |
| Participant deferral / active EE | $6,678 | $5,456+22.4% | $4,880+36.8% | $6,712-0.5% |
| Admin fee / account holder | $77 | $7,885-99.0% | $6,735-98.9% | $11,409-99.3% |