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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 | $19,785 | $106,247-81.4% | $96,515-79.5% | $139,466-85.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.76% | 38.47%-18.7pp | 35.73%-16.0pp | 373.66%-353.9pp |
| Employer contribution / active EE | $1,233 | $4,106-70.0% | $3,740-67.0% | $4,754-74.1% |
| Participant deferral / active EE | $1,646 | $5,456-69.8% | $4,880-66.3% | $6,712-75.5% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |