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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 | $17,107 | $57,352-70.2% | $83,830-79.6% | $64,173-73.3% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 8.78% | 11.38%-2.6pp | 850.97%-842.2pp | 7.63%+1.1pp |
| Employer contribution / active EE | $8,368 | $2,546+228.7% | $3,631+130.4% | $2,381+251.5% |
| Participant deferral / active EE | $5,816 | $2,993+94.3% | $4,082+42.5% | $3,470+67.6% |
| Admin fee / account holder | $141 | $4,046-96.5% | $5,479-97.4% | $4,887-97.1% |