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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 | $17,432 | $110,303-84.2% | $95,759-81.8% | $139,487-87.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 27.08% | 27.19%-0.1pp | 28.42%-1.3pp | 373.84%-346.8pp |
| Employer contribution / active EE | $1,524 | $3,261-53.3% | $2,836-46.3% | $4,755-67.9% |
| Participant deferral / active EE | $7,462 | $4,674+59.6% | $4,244+75.8% | $6,713+11.2% |
| Admin fee / account holder | $114 | $6,615-98.3% | $5,678-98.0% | $11,407-99.0% |