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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 | $39,852 | $142,426-72.0% | $115,167-65.4% | $152,909-73.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 26.40% | 41.48%-15.1pp | 35.60%-9.2pp | 345.46%-319.1pp |
| Employer contribution / active EE | $1,567 | $4,011-60.9% | $3,179-50.7% | $4,764-67.1% |
| Participant deferral / active EE | $5,000 | $5,165-3.2% | $4,169+19.9% | $5,851-14.5% |
| Admin fee / account holder | $299 | $8,464-96.5% | $7,089-95.8% | $11,601-97.4% |