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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 | $21,081 | $114,119-81.5% | $107,187-80.3% | $138,895-84.8% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 79.9%+0.1pp |
| Annual return | 25.61% | 273.21%-247.6pp | 204.55%-178.9pp | 145.39%-119.8pp |
| Employer contribution / active EE | $1,979 | $4,059-51.3% | $3,782-47.7% | $4,194-52.8% |
| Participant deferral / active EE | $4,966 | $5,538-10.3% | $5,096-2.6% | $6,396-22.4% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |