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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 | $14,867 | $110,379-86.5% | $102,412-85.5% | $145,884-89.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.64% | 24.84%-10.2pp | 24.94%-10.3pp | 551.85%-537.2pp |
| Employer contribution / active EE | $1,884 | $4,216-55.3% | $3,870-51.3% | $4,662-59.6% |
| Participant deferral / active EE | $5,450 | $5,622-3.1% | $5,060+7.7% | $6,690-18.5% |
| Admin fee / account holder | $35 | $9,745-99.6% | $8,388-99.6% | $13,392-99.7% |