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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 | $12,976 | $106,267-87.8% | $96,520-86.6% | $139,456-90.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 22.90% | 38.45%-15.6pp | 35.72%-12.8pp | 373.45%-350.5pp |
| Employer contribution / active EE | $2,332 | $4,105-43.2% | $3,739-37.6% | $4,753-50.9% |
| Participant deferral / active EE | $4,161 | $5,454-23.7% | $4,879-14.7% | $6,711-38.0% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,733-100.0% | $11,407-100.0% |