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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 | $13,406 | $114,119-88.3% | $107,187-87.5% | $138,895-90.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 26.71% | 273.21%-246.5pp | 204.55%-177.8pp | 145.39%-118.7pp |
| Employer contribution / active EE | $2,334 | $4,059-42.5% | $3,782-38.3% | $4,194-44.4% |
| Participant deferral / active EE | $3,598 | $5,538-35.0% | $5,096-29.4% | $6,396-43.7% |
| Admin fee / account holder | $253 | $10,024-97.5% | $9,162-97.2% | $12,562-98.0% |