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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 | $23,925 | $111,535-78.5% | $105,223-77.3% | $137,256-82.6% |
| Participation rate | 95.0% | 78.1%+16.9pp | 75.0%+20.0pp | 80.0%+15.0pp |
| Annual return | 16.49% | 237.85%-221.4pp | 180.65%-164.2pp | 220.34%-203.8pp |
| Employer contribution / active EE | $2,645 | $3,939-32.8% | $3,689-28.3% | $4,156-36.3% |
| Participant deferral / active EE | $4,579 | $5,500-16.7% | $5,072-9.7% | $6,407-28.5% |
| Admin fee / account holder | $120 | $9,721-98.8% | $8,859-98.7% | $12,270-99.0% |