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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 | $25,913 | $114,119-77.3% | $107,187-75.8% | $138,895-81.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 23.16% | 273.21%-250.0pp | 204.55%-181.4pp | 145.39%-122.2pp |
| Employer contribution / active EE | $2,108 | $4,059-48.1% | $3,782-44.3% | $4,194-49.7% |
| Participant deferral / active EE | $2,283 | $5,538-58.8% | $5,096-55.2% | $6,396-64.3% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |