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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 | $41,047 | $211,288-80.6% | $178,540-77.0% | $145,884-71.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.95% | 30.27%-16.3pp | 27.15%-13.2pp | 551.85%-537.9pp |
| Employer contribution / active EE | $1,065 | $4,574-76.7% | $3,953-73.1% | $4,662-77.2% |
| Participant deferral / active EE | $9,351 | $6,967+34.2% | $6,281+48.9% | $6,690+39.8% |
| Admin fee / account holder | $163 | $12,105-98.7% | $10,424-98.4% | $13,392-98.8% |