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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 | $106,247-80.6% | $96,515-78.6% | $139,466-85.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.62% | 38.47%-25.8pp | 35.73%-23.1pp | 373.66%-361.0pp |
| Employer contribution / active EE | $1,755 | $4,106-57.2% | $3,740-53.1% | $4,754-63.1% |
| Participant deferral / active EE | $8,000 | $5,456+46.6% | $4,880+63.9% | $6,712+19.2% |
| Admin fee / account holder | $290 | $7,885-96.3% | $6,735-95.7% | $11,409-97.5% |