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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 | $18,213 | $106,267-82.9% | $96,520-81.1% | $139,456-86.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.50% | 38.45%-20.0pp | 35.72%-17.2pp | 373.45%-355.0pp |
| Employer contribution / active EE | $3,465 | $4,105-15.6% | $3,739-7.3% | $4,753-27.1% |
| Participant deferral / active EE | $1,995 | $5,454-63.4% | $4,879-59.1% | $6,711-70.3% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,733-100.0% | $11,407-100.0% |