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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 | $19,183 | $76,407-74.9% | $150,298-87.2% | $82,448-76.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 19.44% | 39.99%-20.6pp | 62.79%-43.3pp | 41.64%-22.2pp |
| Employer contribution / active EE | $3,301 | $2,614+26.3% | $4,154-20.5% | $2,551+29.4% |
| Participant deferral / active EE | $2,121 | $3,214-34.0% | $5,453-61.1% | $4,139-48.8% |
| Admin fee / account holder | $64 | $6,352-99.0% | $14,116-99.5% | $7,234-99.1% |