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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 | $84,507 | $114,119-25.9% | $107,187-21.2% | $138,895-39.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 17.41% | 273.21%-255.8pp | 204.55%-187.1pp | 145.39%-128.0pp |
| Employer contribution / active EE | $2,356 | $4,059-42.0% | $3,782-37.7% | $4,194-43.8% |
| Participant deferral / active EE | $5,294 | $5,538-4.4% | $5,096+3.9% | $6,396-17.2% |
| Admin fee / account holder | $28 | $10,024-99.7% | $9,162-99.7% | $12,562-99.8% |