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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 | $14,134 | $100,073-85.9% | $85,126-83.4% | $145,877-90.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.53% | 84.11%-72.6pp | 66.63%-55.1pp | 551.28%-539.7pp |
| Employer contribution / active EE | $1,779 | $3,236-45.0% | $2,731-34.9% | $4,663-61.8% |
| Participant deferral / active EE | $3,790 | $5,294-28.4% | $4,523-16.2% | $6,691-43.3% |
| Admin fee / account holder | $253 | $7,261-96.5% | $6,160-95.9% | $13,402-98.1% |