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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 | $15,258 | $114,119-86.6% | $107,187-85.8% | $138,895-89.0% |
| Participation rate | 76.9% | 78.1%-1.2pp | 75.0%+1.9pp | 79.9%-3.0pp |
| Annual return | 13.35% | 273.21%-259.9pp | 204.55%-191.2pp | 145.39%-132.0pp |
| Employer contribution / active EE | $3,113 | $4,059-23.3% | $3,782-17.7% | $4,194-25.8% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $104 | $10,024-99.0% | $9,162-98.9% | $12,562-99.2% |