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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 | $21,453 | $111,535-80.8% | $105,223-79.6% | $137,256-84.4% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.7pp | 80.0%-2.2pp |
| Annual return | 23.62% | 237.85%-214.2pp | 180.65%-157.0pp | 220.34%-196.7pp |
| Employer contribution / active EE | $1,942 | $3,939-50.7% | $3,689-47.4% | $4,156-53.3% |
| Participant deferral / active EE | $5,165 | $5,500-6.1% | $5,072+1.8% | $6,407-19.4% |
| Admin fee / account holder | $52 | $9,721-99.5% | $8,859-99.4% | $12,270-99.6% |