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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 | $22,820 | $104,694-78.2% | $85,709-73.4% | $167,536-86.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 14.34% | 21.45%-7.1pp | 21.49%-7.1pp | 478.82%-464.5pp |
| Employer contribution / active EE | $2,304 | $3,337-31.0% | $2,619-12.0% | $4,839-52.4% |
| Participant deferral / active EE | $7,596 | $4,826+57.4% | $3,924+93.6% | $6,342+19.8% |
| Admin fee / account holder | $71 | $10,035-99.3% | $6,876-99.0% | $12,315-99.4% |