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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 | $36,529 | $114,119-68.0% | $107,187-65.9% | $138,895-73.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 24.13% | 273.21%-249.1pp | 204.55%-180.4pp | 145.39%-121.3pp |
| Employer contribution / active EE | $2,392 | $4,059-41.1% | $3,782-36.8% | $4,194-43.0% |
| Participant deferral / active EE | $4,567 | $5,538-17.5% | $5,096-10.4% | $6,396-28.6% |
| Admin fee / account holder | $132 | $10,024-98.7% | $9,162-98.6% | $12,562-99.0% |