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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 | $21,139 | $72,177-70.7% | $115,038-81.6% | $59,633-64.6% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 24.65% | 12.02%+12.6pp | 26.14%-1.5pp | 2041.45%-2016.8pp |
| Employer contribution / active EE | $2,826 | $2,841-0.5% | $4,608-38.7% | $2,203+28.3% |
| Participant deferral / active EE | $2,214 | $4,783-53.7% | $6,026-63.3% | $3,192-30.6% |
| Admin fee / account holder | $65 | $4,927-98.7% | $8,175-99.2% | $4,297-98.5% |