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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 | $33,317 | $114,119-70.8% | $107,187-68.9% | $138,895-76.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 14.47% | 273.21%-258.7pp | 204.55%-190.1pp | 145.39%-130.9pp |
| Employer contribution / active EE | $1,425 | $4,059-64.9% | $3,782-62.3% | $4,194-66.0% |
| Participant deferral / active EE | $1,517 | $5,538-72.6% | $5,096-70.2% | $6,396-76.3% |
| Admin fee / account holder | $134 | $10,024-98.7% | $9,162-98.5% | $12,562-98.9% |