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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 | $16,545 | $110,410-85.0% | $102,437-83.8% | $145,897-88.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.75% | 24.85%-9.1pp | 24.95%-9.2pp | 552.29%-536.5pp |
| Employer contribution / active EE | $2,542 | $4,217-39.7% | $3,871-34.3% | $4,663-45.5% |
| Participant deferral / active EE | $3,171 | $5,622-43.6% | $5,060-37.3% | $6,689-52.6% |
| Admin fee / account holder | $17 | $9,745-99.8% | $8,388-99.8% | $13,390-99.9% |