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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 | $16,244 | $154,228-89.5% | $145,433-88.8% | $137,256-88.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 26.50% | 74.59%-48.1pp | 66.58%-40.1pp | 220.34%-193.8pp |
| Employer contribution / active EE | $1,500 | $4,804-68.8% | $4,554-67.1% | $4,156-63.9% |
| Participant deferral / active EE | $2,958 | $8,216-64.0% | $7,897-62.5% | $6,407-53.8% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |