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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 | $15,695 | $211,224-92.6% | $178,505-91.2% | $145,897-89.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.82% | 30.28%-13.5pp | 27.16%-10.3pp | 552.29%-535.5pp |
| Employer contribution / active EE | $2,936 | $4,577-35.9% | $3,955-25.8% | $4,663-37.0% |
| Participant deferral / active EE | $2,722 | $6,966-60.9% | $6,280-56.7% | $6,689-59.3% |
| Admin fee / account holder | $115 | $12,109-99.0% | $10,428-98.9% | $13,390-99.1% |