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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 | $35,788 | $106,280-66.3% | $96,538-62.9% | $139,487-74.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.62% | 38.48%-22.9pp | 35.74%-20.1pp | 373.84%-358.2pp |
| Employer contribution / active EE | $2,003 | $4,107-51.2% | $3,740-46.5% | $4,755-57.9% |
| Participant deferral / active EE | $2,242 | $5,457-58.9% | $4,880-54.1% | $6,713-66.6% |
| Admin fee / account holder | $19 | $7,888-99.8% | $6,737-99.7% | $11,407-99.8% |