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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 | $18,329 | $110,337-83.4% | $102,383-82.1% | $145,877-87.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.07% | 24.83%-11.8pp | 24.94%-11.9pp | 551.28%-538.2pp |
| Employer contribution / active EE | $1,061 | $4,216-74.8% | $3,870-72.6% | $4,663-77.3% |
| Participant deferral / active EE | $2,670 | $5,621-52.5% | $5,060-47.2% | $6,691-60.1% |
| Admin fee / account holder | $72 | $9,750-99.3% | $8,391-99.1% | $13,402-99.5% |