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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 | $14,332 | $110,379-87.0% | $102,412-86.0% | $145,884-90.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.16% | 24.84%-9.7pp | 24.94%-9.8pp | 551.85%-536.7pp |
| Employer contribution / active EE | $2,958 | $4,216-29.8% | $3,870-23.6% | $4,662-36.6% |
| Participant deferral / active EE | $3,819 | $5,622-32.1% | $5,060-24.5% | $6,690-42.9% |
| Admin fee / account holder | $182 | $9,745-98.1% | $8,388-97.8% | $13,392-98.6% |