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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 | $27,178 | $110,337-75.4% | $102,383-73.5% | $145,877-81.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.95% | 24.83%-7.9pp | 24.94%-8.0pp | 551.28%-534.3pp |
| Employer contribution / active EE | $1,242 | $4,216-70.5% | $3,870-67.9% | $4,663-73.4% |
| Participant deferral / active EE | $2,041 | $5,621-63.7% | $5,060-59.7% | $6,691-69.5% |
| Admin fee / account holder | $113 | $9,750-98.8% | $8,391-98.7% | $13,402-99.2% |