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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 | $17,694 | $97,078-81.8% | $103,065-82.8% | $145,897-87.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.6%+19.4pp | 80.3%+19.7pp |
| Annual return | 15.77% | 25.49%-9.7pp | 23.95%-8.2pp | 552.29%-536.5pp |
| Employer contribution / active EE | $2,643 | $4,680-43.5% | $4,675-43.5% | $4,663-43.3% |
| Participant deferral / active EE | $4,442 | $6,601-32.7% | $6,625-33.0% | $6,689-33.6% |
| Admin fee / account holder | $0 | $12,505-100.0% | $9,349-100.0% | $13,390-100.0% |