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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 | $12,039 | $182,442-93.4% | $163,379-92.6% | $138,895-91.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 21.23% | 72.74%-51.5pp | 63.41%-42.2pp | 145.39%-124.2pp |
| Employer contribution / active EE | $1,022 | $4,159-75.4% | $3,752-72.8% | $4,194-75.6% |
| Participant deferral / active EE | $1,743 | $6,817-74.4% | $6,282-72.3% | $6,396-72.8% |
| Admin fee / account holder | $56 | $10,396-99.5% | $9,818-99.4% | $12,562-99.6% |