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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 | $19,522 | $117,846-83.4% | $102,434-80.9% | $145,884-86.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.70% | 31.90%-13.2pp | 29.46%-10.8pp | 551.85%-533.1pp |
| Employer contribution / active EE | $5,614 | $3,615+55.3% | $3,023+85.7% | $4,662+20.4% |
| Participant deferral / active EE | $6,287 | $5,733+9.7% | $5,055+24.4% | $6,690-6.0% |
| Admin fee / account holder | $260 | $13,356-98.1% | $9,462-97.3% | $13,392-98.1% |