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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 | $24,593 | $142,426-82.7% | $115,167-78.6% | $152,909-83.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 10.55% | 41.48%-30.9pp | 35.60%-25.1pp | 345.46%-334.9pp |
| Employer contribution / active EE | $1,322 | $4,011-67.0% | $3,179-58.4% | $4,764-72.3% |
| Participant deferral / active EE | $5,556 | $5,165+7.6% | $4,169+33.3% | $5,851-5.1% |
| Admin fee / account holder | $208 | $8,464-97.5% | $7,089-97.1% | $11,601-98.2% |