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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 | $15,608 | $97,751-84.0% | $103,447-84.9% | $145,877-89.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 16.74% | 25.43%-8.7pp | 23.92%-7.2pp | 551.28%-534.5pp |
| Employer contribution / active EE | $2,225 | $4,684-52.5% | $4,678-52.4% | $4,663-52.3% |
| Participant deferral / active EE | $2,910 | $6,603-55.9% | $6,624-56.1% | $6,691-56.5% |
| Admin fee / account holder | $0 | $12,515-100.0% | $9,415-100.0% | $13,402-100.0% |