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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 | $18,400 | $110,303-83.3% | $95,759-80.8% | $139,487-86.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 28.57% | 27.19%+1.4pp | 28.42%+0.1pp | 373.84%-345.3pp |
| Employer contribution / active EE | $1,615 | $3,261-50.5% | $2,836-43.1% | $4,755-66.0% |
| Participant deferral / active EE | $8,014 | $4,674+71.4% | $4,244+88.8% | $6,713+19.4% |
| Admin fee / account holder | $47 | $6,615-99.3% | $5,678-99.2% | $11,407-99.6% |