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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 | $17,379 | $114,119-84.8% | $107,187-83.8% | $138,895-87.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 19.88% | 273.21%-253.3pp | 204.55%-184.7pp | 145.39%-125.5pp |
| Employer contribution / active EE | $993 | $4,059-75.5% | $3,782-73.7% | $4,194-76.3% |
| Participant deferral / active EE | $1,736 | $5,538-68.6% | $5,096-65.9% | $6,396-72.9% |
| Admin fee / account holder | $107 | $10,024-98.9% | $9,162-98.8% | $12,562-99.1% |