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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 | $29,470 | $111,535-73.6% | $105,223-72.0% | $137,256-78.5% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 23.79% | 237.85%-214.1pp | 180.65%-156.9pp | 220.34%-196.5pp |
| Employer contribution / active EE | $1,827 | $3,939-53.6% | $3,689-50.5% | $4,156-56.0% |
| Participant deferral / active EE | $2,874 | $5,500-47.7% | $5,072-43.3% | $6,407-55.1% |
| Admin fee / account holder | $278 | $9,721-97.1% | $8,859-96.9% | $12,270-97.7% |