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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 | $44,709 | $114,119-60.8% | $107,187-58.3% | $138,895-67.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 18.80% | 273.21%-254.4pp | 204.55%-185.7pp | 145.39%-126.6pp |
| Employer contribution / active EE | $1,928 | $4,059-52.5% | $3,782-49.0% | $4,194-54.0% |
| Participant deferral / active EE | $9,568 | $5,538+72.8% | $5,096+87.8% | $6,396+49.6% |
| Admin fee / account holder | $6 | $10,024-99.9% | $9,162-99.9% | $12,562-100.0% |