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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 | $22,178 | $110,410-79.9% | $102,437-78.4% | $145,897-84.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.81% | 24.85%-9.0pp | 24.95%-9.1pp | 552.29%-536.5pp |
| Employer contribution / active EE | $1,032 | $4,217-75.5% | $3,871-73.4% | $4,663-77.9% |
| Participant deferral / active EE | $6,190 | $5,622+10.1% | $5,060+22.3% | $6,689-7.5% |
| Admin fee / account holder | $91 | $9,745-99.1% | $8,388-98.9% | $13,390-99.3% |