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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 | $17,370 | $100,970-82.8% | $96,576-82.0% | $137,256-87.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 20.21% | 38.16%-17.9pp | 38.47%-18.3pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,887 | $3,809-50.5% | $3,553-46.9% | $4,156-54.6% |
| Participant deferral / active EE | $3,480 | $8,286-58.0% | $7,956-56.3% | $6,407-45.7% |
| Admin fee / account holder | $50 | $11,312-99.6% | $11,381-99.6% | $12,270-99.6% |