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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 | $114,119-79.0% | $107,187-77.7% | $138,895-82.8% |
| Participation rate | 95.0% | 78.1%+16.9pp | 75.0%+20.0pp | 79.9%+15.1pp |
| Annual return | 16.49% | 273.21%-256.7pp | 204.55%-188.1pp | 145.39%-128.9pp |
| Employer contribution / active EE | $2,645 | $4,059-34.8% | $3,782-30.1% | $4,194-36.9% |
| Participant deferral / active EE | $4,579 | $5,538-17.3% | $5,096-10.1% | $6,396-28.4% |
| Admin fee / account holder | $120 | $10,024-98.8% | $9,162-98.7% | $12,562-99.0% |