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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 | $42,342 | $114,119-62.9% | $107,187-60.5% | $138,895-69.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 17.93% | 273.21%-255.3pp | 204.55%-186.6pp | 145.39%-127.5pp |
| Employer contribution / active EE | $1,775 | $4,059-56.3% | $3,782-53.1% | $4,194-57.7% |
| Participant deferral / active EE | $5,834 | $5,538+5.3% | $5,096+14.5% | $6,396-8.8% |
| Admin fee / account holder | $161 | $10,024-98.4% | $9,162-98.2% | $12,562-98.7% |