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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 | $31,375 | $114,119-72.5% | $107,187-70.7% | $138,895-77.4% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 79.9%+0.1pp |
| Annual return | 19.15% | 273.21%-254.1pp | 204.55%-185.4pp | 145.39%-126.2pp |
| Employer contribution / active EE | $7,588 | $4,059+86.9% | $3,782+100.6% | $4,194+80.9% |
| Participant deferral / active EE | $5,692 | $5,538+2.8% | $5,096+11.7% | $6,396-11.0% |
| Admin fee / account holder | $144 | $10,024-98.6% | $9,162-98.4% | $12,562-98.9% |