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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 | $11,328 | $110,379-89.7% | $102,412-88.9% | $145,884-92.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.79% | 24.84%-11.1pp | 24.94%-11.2pp | 551.85%-538.1pp |
| Employer contribution / active EE | $1,653 | $4,216-60.8% | $3,870-57.3% | $4,662-64.6% |
| Participant deferral / active EE | $3,127 | $5,622-44.4% | $5,060-38.2% | $6,690-53.2% |
| Admin fee / account holder | $246 | $9,745-97.5% | $8,388-97.1% | $13,392-98.2% |