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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 | $22,857 | $106,247-78.5% | $96,515-76.3% | $139,466-83.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.12% | 38.47%-24.3pp | 35.73%-21.6pp | 373.66%-359.5pp |
| Employer contribution / active EE | $1,792 | $4,106-56.4% | $3,740-52.1% | $4,754-62.3% |
| Participant deferral / active EE | $2,336 | $5,456-57.2% | $4,880-52.1% | $6,712-65.2% |
| Admin fee / account holder | $14 | $7,885-99.8% | $6,735-99.8% | $11,409-99.9% |