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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 | $30,433 | $211,288-85.6% | $178,540-83.0% | $145,884-79.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.81% | 30.27%-13.5pp | 27.15%-10.3pp | 551.85%-535.0pp |
| Employer contribution / active EE | $1,699 | $4,574-62.9% | $3,953-57.0% | $4,662-63.6% |
| Participant deferral / active EE | $3,421 | $6,967-50.9% | $6,281-45.5% | $6,690-48.9% |
| Admin fee / account holder | $115 | $12,105-99.1% | $10,424-98.9% | $13,392-99.1% |