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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 | $31,745 | $114,119-72.2% | $107,187-70.4% | $138,895-77.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 22.55% | 273.21%-250.7pp | 204.55%-182.0pp | 145.39%-122.8pp |
| Employer contribution / active EE | $2,938 | $4,059-27.6% | $3,782-22.3% | $4,194-30.0% |
| Participant deferral / active EE | $4,099 | $5,538-26.0% | $5,096-19.6% | $6,396-35.9% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |