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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 | $28,237 | $114,119-75.3% | $107,187-73.7% | $138,895-79.7% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 79.9%+0.1pp |
| Annual return | 21.02% | 273.21%-252.2pp | 204.55%-183.5pp | 145.39%-124.4pp |
| Employer contribution / active EE | $1,430 | $4,059-64.8% | $3,782-62.2% | $4,194-65.9% |
| Participant deferral / active EE | $4,468 | $5,538-19.3% | $5,096-12.3% | $6,396-30.1% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |