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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 | $29,575 | $99,053-70.1% | $88,179-66.5% | $138,895-78.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 24.93% | 78.17%-53.2pp | 64.97%-40.0pp | 145.39%-120.5pp |
| Employer contribution / active EE | $1,920 | $2,882-33.4% | $2,549-24.7% | $4,194-54.2% |
| Participant deferral / active EE | $2,800 | $5,225-46.4% | $4,614-39.3% | $6,396-56.2% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |