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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 | $12,814 | $114,119-88.8% | $107,187-88.0% | $138,895-90.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 28.39% | 273.21%-244.8pp | 204.55%-176.2pp | 145.39%-117.0pp |
| Employer contribution / active EE | $2,335 | $4,059-42.5% | $3,782-38.3% | $4,194-44.3% |
| Participant deferral / active EE | $3,027 | $5,538-45.3% | $5,096-40.6% | $6,396-52.7% |
| Admin fee / account holder | $197 | $10,024-98.0% | $9,162-97.9% | $12,562-98.4% |