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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 | $21,810 | $147,556-85.2% | $129,031-83.1% | $198,609-89.0% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 12.44% | 37.41%-25.0pp | 34.67%-22.2pp | 202.70%-190.3pp |
| Employer contribution / active EE | $1,525 | $3,645-58.2% | $3,226-52.7% | $5,055-69.8% |
| Participant deferral / active EE | $1,881 | $5,760-67.3% | $5,217-63.9% | $6,977-73.0% |
| Admin fee / account holder | $50 | $15,467-99.7% | $13,208-99.6% | $19,030-99.7% |