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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 | $11,282 | $100,970-88.8% | $96,576-88.3% | $137,256-91.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 22.43% | 38.16%-15.7pp | 38.47%-16.0pp | 220.34%-197.9pp |
| Employer contribution / active EE | $1,560 | $3,809-59.0% | $3,553-56.1% | $4,156-62.5% |
| Participant deferral / active EE | $3,900 | $8,286-52.9% | $7,956-51.0% | $6,407-39.1% |
| Admin fee / account holder | $84 | $11,312-99.3% | $11,381-99.3% | $12,270-99.3% |