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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 | $35,668 | $114,119-68.7% | $107,187-66.7% | $138,895-74.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 17.47% | 273.21%-255.7pp | 204.55%-187.1pp | 145.39%-127.9pp |
| Employer contribution / active EE | $8,000 | $4,059+97.1% | $3,782+111.5% | $4,194+90.7% |
| Participant deferral / active EE | $5,085 | $5,538-8.2% | $5,096-0.2% | $6,396-20.5% |
| Admin fee / account holder | $123 | $10,024-98.8% | $9,162-98.7% | $12,562-99.0% |