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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 | $29,606 | $114,119-74.1% | $107,187-72.4% | $138,895-78.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 16.62% | 273.21%-256.6pp | 204.55%-187.9pp | 145.39%-128.8pp |
| Employer contribution / active EE | $2,427 | $4,059-40.2% | $3,782-35.8% | $4,194-42.1% |
| Participant deferral / active EE | $2,997 | $5,538-45.9% | $5,096-41.2% | $6,396-53.1% |
| Admin fee / account holder | $229 | $10,024-97.7% | $9,162-97.5% | $12,562-98.2% |