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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 | $20,501 | $114,119-82.0% | $107,187-80.9% | $138,895-85.2% |
| Participation rate | 83.3% | 78.1%+5.3pp | 75.0%+8.3pp | 79.9%+3.4pp |
| Annual return | 25.61% | 273.21%-247.6pp | 204.55%-178.9pp | 145.39%-119.8pp |
| Employer contribution / active EE | $2,566 | $4,059-36.8% | $3,782-32.2% | $4,194-38.8% |
| Participant deferral / active EE | $4,165 | $5,538-24.8% | $5,096-18.3% | $6,396-34.9% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |