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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 | $31,705 | $211,288-85.0% | $178,540-82.2% | $145,884-78.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.66% | 30.27%-13.6pp | 27.15%-10.5pp | 551.85%-535.2pp |
| Employer contribution / active EE | $1,156 | $4,574-74.7% | $3,953-70.7% | $4,662-75.2% |
| Participant deferral / active EE | $3,750 | $6,967-46.2% | $6,281-40.3% | $6,690-43.9% |
| Admin fee / account holder | $192 | $12,105-98.4% | $10,424-98.2% | $13,392-98.6% |