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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 | $20,205 | $110,337-81.7% | $102,383-80.3% | $145,877-86.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.07% | 24.83%-14.8pp | 24.94%-14.9pp | 551.28%-541.2pp |
| Employer contribution / active EE | $1,952 | $4,216-53.7% | $3,870-49.6% | $4,663-58.1% |
| Participant deferral / active EE | $3,970 | $5,621-29.4% | $5,060-21.5% | $6,691-40.7% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |