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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 | $17,474 | $110,379-84.2% | $102,412-82.9% | $145,884-88.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 21.17% | 24.84%-3.7pp | 24.94%-3.8pp | 551.85%-530.7pp |
| Employer contribution / active EE | $2,383 | $4,216-43.5% | $3,870-38.4% | $4,662-48.9% |
| Participant deferral / active EE | $2,468 | $5,622-56.1% | $5,060-51.2% | $6,690-63.1% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |