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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 | $30,169 | $110,379-72.7% | $102,412-70.5% | $145,884-79.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.28% | 24.84%-13.6pp | 24.94%-13.7pp | 551.85%-540.6pp |
| Employer contribution / active EE | $1,932 | $4,216-54.2% | $3,870-50.1% | $4,662-58.6% |
| Participant deferral / active EE | $8,865 | $5,622+57.7% | $5,060+75.2% | $6,690+32.5% |
| Admin fee / account holder | $106 | $9,745-98.9% | $8,388-98.7% | $13,392-99.2% |