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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 | $23,145 | $110,379-79.0% | $102,412-77.4% | $145,884-84.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.27% | 24.84%-13.6pp | 24.94%-13.7pp | 551.85%-540.6pp |
| Employer contribution / active EE | $2,780 | $4,216-34.1% | $3,870-28.2% | $4,662-40.4% |
| Participant deferral / active EE | $3,190 | $5,622-43.3% | $5,060-37.0% | $6,690-52.3% |
| Admin fee / account holder | $38 | $9,745-99.6% | $8,388-99.5% | $13,392-99.7% |