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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 | $43,999 | $211,288-79.2% | $178,540-75.4% | $145,884-69.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.41% | 30.27%-19.9pp | 27.15%-16.7pp | 551.85%-541.4pp |
| Employer contribution / active EE | $1,771 | $4,574-61.3% | $3,953-55.2% | $4,662-62.0% |
| Participant deferral / active EE | $2,100 | $6,967-69.9% | $6,281-66.6% | $6,690-68.6% |
| Admin fee / account holder | $258 | $12,105-97.9% | $10,424-97.5% | $13,392-98.1% |