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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 | $51,109 | $114,119-55.2% | $107,187-52.3% | $138,895-63.2% |
| Participation rate | 95.5% | 78.1%+17.4pp | 75.0%+20.4pp | 79.9%+15.5pp |
| Annual return | 11.87% | 273.21%-261.3pp | 204.55%-192.7pp | 145.39%-133.5pp |
| Employer contribution / active EE | $5,037 | $4,059+24.1% | $3,782+33.2% | $4,194+20.1% |
| Participant deferral / active EE | $2,465 | $5,538-55.5% | $5,096-51.6% | $6,396-61.5% |
| Admin fee / account holder | $218 | $10,024-97.8% | $9,162-97.6% | $12,562-98.3% |