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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 | $17,012 | $174,379-90.2% | $152,093-88.8% | $138,895-87.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 32.53% | 74.86%-42.3pp | 66.36%-33.8pp | 145.39%-112.9pp |
| Employer contribution / active EE | $2,400 | $4,652-48.4% | $4,175-42.5% | $4,194-42.8% |
| Participant deferral / active EE | $4,350 | $6,159-29.4% | $5,451-20.2% | $6,396-32.0% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |