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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 | $22,530 | $103,038-78.1% | $90,324-75.1% | $152,909-85.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 23.15% | 95.25%-72.1pp | 78.15%-55.0pp | 345.46%-322.3pp |
| Employer contribution / active EE | $1,516 | $3,141-51.7% | $2,856-46.9% | $4,764-68.2% |
| Participant deferral / active EE | $6,039 | $4,282+41.0% | $3,885+55.4% | $5,851+3.2% |
| Admin fee / account holder | $132 | $6,177-97.9% | $5,356-97.5% | $11,601-98.9% |