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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 | $24,032 | $106,247-77.4% | $96,515-75.1% | $139,466-82.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.95% | 38.47%-23.5pp | 35.73%-20.8pp | 373.66%-358.7pp |
| Employer contribution / active EE | $1,793 | $4,106-56.3% | $3,740-52.1% | $4,754-62.3% |
| Participant deferral / active EE | $3,165 | $5,456-42.0% | $4,880-35.1% | $6,712-52.9% |
| Admin fee / account holder | $11 | $7,885-99.9% | $6,735-99.8% | $11,409-99.9% |