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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 | $26,966 | $105,929-74.5% | $81,716-67.0% | $158,966-83.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 14.03% | 38.19%-24.2pp | 29.49%-15.5pp | 302.95%-288.9pp |
| Employer contribution / active EE | $4,295 | $7,802-44.9% | $4,310-0.4% | $4,762-9.8% |
| Participant deferral / active EE | $3,552 | $13,007-72.7% | $7,108-50.0% | $5,983-40.6% |
| Admin fee / account holder | $33 | $8,492-99.6% | $5,159-99.4% | $11,250-99.7% |