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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 | $21,650 | $124,314-82.6% | $109,163-80.2% | $167,518-87.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.08% | 26.04%-10.0pp | 25.75%-9.7pp | 478.71%-462.6pp |
| Employer contribution / active EE | $1,730 | $4,209-58.9% | $3,723-53.5% | $4,838-64.3% |
| Participant deferral / active EE | $3,460 | $5,256-34.2% | $4,654-25.6% | $6,342-45.4% |
| Admin fee / account holder | $150 | $7,973-98.1% | $6,754-97.8% | $12,312-98.8% |