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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 | $11,190 | $100,970-88.9% | $96,576-88.4% | $137,256-91.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 18.72% | 38.16%-19.4pp | 38.47%-19.7pp | 220.34%-201.6pp |
| Employer contribution / active EE | $238 | $3,809-93.8% | $3,553-93.3% | $4,156-94.3% |
| Participant deferral / active EE | $4,184 | $8,286-49.5% | $7,956-47.4% | $6,407-34.7% |
| Admin fee / account holder | $60 | $11,312-99.5% | $11,381-99.5% | $12,270-99.5% |