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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 | $20,639 | $106,267-80.6% | $96,520-78.6% | $139,456-85.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.62% | 38.45%-25.8pp | 35.72%-23.1pp | 373.45%-360.8pp |
| Employer contribution / active EE | $1,755 | $4,105-57.2% | $3,739-53.0% | $4,753-63.1% |
| Participant deferral / active EE | $8,000 | $5,454+46.7% | $4,879+64.0% | $6,711+19.2% |
| Admin fee / account holder | $290 | $7,882-96.3% | $6,733-95.7% | $11,407-97.5% |