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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 | $12,589 | $114,119-89.0% | $107,187-88.3% | $138,895-90.9% |
| Participation rate | 83.3% | 78.1%+5.3pp | 75.0%+8.3pp | 79.9%+3.4pp |
| Annual return | 30.14% | 273.21%-243.1pp | 204.55%-174.4pp | 145.39%-115.3pp |
| Employer contribution / active EE | $1,235 | $4,059-69.6% | $3,782-67.4% | $4,194-70.6% |
| Participant deferral / active EE | $3,710 | $5,538-33.0% | $5,096-27.2% | $6,396-42.0% |
| Admin fee / account holder | $55 | $10,024-99.5% | $9,162-99.4% | $12,562-99.6% |