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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 | $22,592 | $114,119-80.2% | $107,187-78.9% | $138,895-83.7% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.8pp | 79.9%-2.1pp |
| Annual return | 26.95% | 273.21%-246.3pp | 204.55%-177.6pp | 145.39%-118.4pp |
| Employer contribution / active EE | $1,863 | $4,059-54.1% | $3,782-50.7% | $4,194-55.6% |
| Participant deferral / active EE | $4,411 | $5,538-20.3% | $5,096-13.4% | $6,396-31.0% |
| Admin fee / account holder | $11 | $10,024-99.9% | $9,162-99.9% | $12,562-99.9% |