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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 | $78,492 | $114,119-31.2% | $107,187-26.8% | $138,895-43.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 19.72% | 273.21%-253.5pp | 204.55%-184.8pp | 145.39%-125.7pp |
| Employer contribution / active EE | $2,303 | $4,059-43.3% | $3,782-39.1% | $4,194-45.1% |
| Participant deferral / active EE | $5,728 | $5,538+3.4% | $5,096+12.4% | $6,396-10.5% |
| Admin fee / account holder | $20 | $10,024-99.8% | $9,162-99.8% | $12,562-99.8% |