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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 | $17,530 | $105,960-83.5% | $81,726-78.5% | $158,982-89.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 8.55% | 38.19%-29.6pp | 29.49%-20.9pp | 302.99%-294.4pp |
| Employer contribution / active EE | $1,939 | $7,805-75.2% | $4,311-55.0% | $4,763-59.3% |
| Participant deferral / active EE | $2,795 | $13,011-78.5% | $7,108-60.7% | $5,983-53.3% |
| Admin fee / account holder | $60 | $8,494-99.3% | $5,160-98.8% | $11,252-99.5% |