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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 | $44,138 | $85,024-48.1% | $70,544-37.4% | $139,466-68.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 15.71% | 30.39%-14.7pp | 32.79%-17.1pp | 373.66%-358.0pp |
| Employer contribution / active EE | $903 | $3,912-76.9% | $2,976-69.7% | $4,754-81.0% |
| Participant deferral / active EE | $3,822 | $5,891-35.1% | $4,568-16.3% | $6,712-43.0% |
| Admin fee / account holder | $108 | $8,928-98.8% | $6,427-98.3% | $11,409-99.1% |